PGRQX Mutual Fund

NAV$23.55

Returns Overview

1 Month
+1.77%
3 Months
+4.81%
6 Months
+10.82%
YTD
+14.49%
1 Year
+14.92%
3 Years (annualized)
+24.95%
5 Years (annualized)
+7.47%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGRQX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+14.49%
Peer Avg (YTD)
+11.24%
vs Peers
+3.24%

PGRQX Mutual Fund Performance

PGRQX performance across multiple time periods: 1-month 1.77%, YTD 14.49%, 1-year 14.92%, 3-year 24.95%, 5-year 7.47%, 10-year 5.77%.

PGRQX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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