PGDRX Mutual Fund

NAV$35.19

Returns Overview

6 Months
+190.12%
YTD
+188.22%
1 Year
+209.45%
3 Years (annualized)
+51.31%
5 Years (annualized)
+27.97%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGDRX 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
S&P Global Natural Resources Index NTR
This Mutual Fund (YTD)
+188.22%
Peer Avg (YTD)
+5.93%
vs Peers
+182.29%

PGDRX Mutual Fund Performance

PGDRX performance across multiple time periods: YTD 188.22%, 1-year 209.45%, 3-year 51.31%, 5-year 27.97%, 10-year 16.28%.

PGDRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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