PGDIX Mutual Fund

NAV$11.43

Returns Overview

1 Month
-0.52%
3 Months
-1.21%
6 Months
-3.46%
YTD
-3.05%
1 Year
+2.89%
3 Years (annualized)
+5.86%
5 Years (annualized)
+2.24%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
+5.87%
vs Peers
-8.92%

PGDIX Mutual Fund Performance

PGDIX performance across multiple time periods: 1-month -0.52%, YTD -3.05%, 1-year 2.89%, 3-year 5.86%, 5-year 2.24%, 10-year 3.94%.

PGDIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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