PGSAX Mutual Fund

NAV$10.24

Returns Overview

1 Month
+0.52%
3 Months
+2.34%
6 Months
+0.86%
YTD
+0.96%
1 Year
+4.56%
3 Years (annualized)
+5.78%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGSAX 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
Bloomberg Global Aggregate USD Unhedged Index(^BBGGAUSDUHDI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.99%
vs Peers
-0.04%

PGSAX Mutual Fund Performance

PGSAX performance across multiple time periods: 1-month 0.52%, YTD 0.96%, 1-year 4.56%, 3-year 5.78%, 5-year 1.32%, 10-year 2.81%.

PGSAX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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