PGMSX Mutual Fund

NAV$9.96

Returns Overview

1 Month
-0.10%
3 Months
+2.10%
6 Months
+1.88%
YTD
+1.98%
1 Year
+4.72%
3 Years (annualized)
+6.27%
5 Years (annualized)
+1.33%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGMSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+0.99%
vs Peers
+0.99%

PGMSX Mutual Fund Performance

PGMSX performance across multiple time periods: 1-month -0.10%, YTD 1.98%, 1-year 4.72%, 3-year 6.27%, 5-year 1.33%, 10-year 3.60%.

PGMSX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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