PFGKX Mutual Fund

NAV$34.33

Returns Overview

1 Month
-0.85%
3 Months
+14.86%
6 Months
+4.34%
YTD
+4.12%
1 Year
+10.99%
3 Years (annualized)
+18.26%
5 Years (annualized)
+10.61%
10 Years (annualized)
+15.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFGKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+8.97%
vs Peers
-4.85%

PFGKX Mutual Fund Performance

PFGKX performance across multiple time periods: 1-month -0.85%, YTD 4.12%, 1-year 10.99%, 3-year 18.26%, 5-year 10.61%, 10-year 15.80%.

PFGKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

PFGKX performance comparison shows side-by-side returns with another fund. PFGKX alternatives are available in the Mutual Fund Screener.