PGUAX Mutual Fund

NAV$16.81

Returns Overview

1 Month
+0.78%
3 Months
-1.18%
6 Months
+6.80%
YTD
+10.96%
1 Year
+23.79%
3 Years (annualized)
+14.61%
5 Years (annualized)
+8.55%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGUAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+10.15%
vs Peers
+0.81%

PGUAX Mutual Fund Performance

PGUAX performance across multiple time periods: 1-month 0.78%, YTD 10.96%, 1-year 23.79%, 3-year 14.61%, 5-year 8.55%, 10-year 7.81%.

PGUAX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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