PGNAX Mutual Fund

NAV$80.58

Returns Overview

1 Month
+3.43%
3 Months
-5.92%
6 Months
-0.62%
YTD
+13.05%
1 Year
+39.58%
3 Years (annualized)
+16.84%
5 Years (annualized)
+14.64%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGNAX 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
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+14.02%
vs Peers
-0.97%

PGNAX Mutual Fund Performance

PGNAX performance across multiple time periods: 1-month 3.43%, YTD 13.05%, 1-year 39.58%, 3-year 16.84%, 5-year 14.64%, 10-year 10.14%.

PGNAX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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