PGOAX Mutual Fund

NAV$24.20

Returns Overview

1 Month
+7.54%
3 Months
+18.21%
6 Months
+19.18%
YTD
+17.98%
1 Year
+31.99%
3 Years (annualized)
+14.85%
5 Years (annualized)
+7.15%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGOAX 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
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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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+17.98%
Peer Avg (YTD)
+18.52%
vs Peers
-0.54%

PGOAX Mutual Fund Performance

PGOAX performance across multiple time periods: 1-month 7.54%, YTD 17.98%, 1-year 31.99%, 3-year 14.85%, 5-year 7.15%, 10-year 12.09%.

PGOAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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