PGIUX Mutual Fund

NAV$16.83

Returns Overview

1 Month
+0.78%
3 Months
-1.17%
6 Months
+6.93%
YTD
+11.09%
1 Year
+23.99%
3 Years (annualized)
+14.86%
5 Years (annualized)
+8.81%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+10.15%
vs Peers
+0.94%

PGIUX Mutual Fund Performance

PGIUX performance across multiple time periods: 1-month 0.78%, YTD 11.09%, 1-year 23.99%, 3-year 14.86%, 5-year 8.81%, 10-year 8.07%.

PGIUX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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