PGTIX Mutual Fund

PGTIX Mutual Fund

NAV$31.24
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Returns Overview

1 Month
-11.75%
3 Months
-0.75%
6 Months
+5.15%
YTD
+24.24%
1 Year
+18.19%
3 Years (annualized)
+35.67%
5 Years (annualized)
+5.36%
10 Years (annualized)
+17.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGTIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index Information Technology Net
This Mutual Fund (YTD)
+24.24%
Peer Avg (YTD)
+11.24%
vs Peers
+13.00%

PGTIX Mutual Fund Performance

PGTIX performance across multiple time periods: 1-month -11.75%, YTD 24.24%, 1-year 18.19%, 3-year 35.67%, 5-year 5.36%, 10-year 17.23%.

PGTIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

PGTIX vs another fund shows side-by-side returns. PGTIX alternatives are available in the Mutual Fund Screener.