PGPRX Mutual Fund

NAV$28.87

Returns Overview

1 Month
-0.76%
3 Months
+9.80%
6 Months
+7.43%
YTD
+7.19%
1 Year
+16.53%
3 Years (annualized)
+16.01%
5 Years (annualized)
+8.58%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGPRX 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)
+7.19%
Peer Avg (YTD)
+5.87%
vs Peers
+1.32%

PGPRX Mutual Fund Performance

PGPRX performance across multiple time periods: 1-month -0.76%, YTD 7.19%, 1-year 16.53%, 3-year 16.01%, 5-year 8.58%, 10-year 10.82%.

PGPRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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