PGEOX Mutual Fund

NAV$29.36

Returns Overview

1 Month
-0.76%
3 Months
+9.87%
6 Months
+7.55%
YTD
+7.31%
1 Year
+16.82%
3 Years (annualized)
+16.30%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGEOX 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)
+7.31%
Peer Avg (YTD)
+5.87%
vs Peers
+1.45%

PGEOX Mutual Fund Performance

PGEOX performance across multiple time periods: 1-month -0.76%, YTD 7.31%, 1-year 16.82%, 3-year 16.30%, 5-year 8.86%, 10-year 10.56%.

PGEOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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