PGWFX Mutual Fund

NAV$29.13

Returns Overview

1 Month
+0.70%
3 Months
+18.14%
6 Months
+13.50%
YTD
+12.43%
1 Year
+25.10%
3 Years (annualized)
+20.09%
5 Years (annualized)
+9.02%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGWFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.43%
Peer Avg (YTD)
+8.97%
vs Peers
+3.46%

PGWFX Mutual Fund Performance

PGWFX performance across multiple time periods: 1-month 0.70%, YTD 12.43%, 1-year 25.10%, 3-year 20.09%, 5-year 9.02%, 10-year 13.03%.

PGWFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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