PGEMX Mutual Fund

NAV$28.69

Returns Overview

1 Month
-0.81%
3 Months
+9.73%
6 Months
+7.27%
YTD
+7.07%
1 Year
+16.24%
3 Years (annualized)
+15.73%
5 Years (annualized)
+8.32%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEMX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+5.87%
vs Peers
+1.20%

PGEMX Mutual Fund Performance

PGEMX performance across multiple time periods: 1-month -0.81%, YTD 7.07%, 1-year 16.24%, 3-year 15.73%, 5-year 8.32%, 10-year 10.01%.

PGEMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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