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PGOVX: LONG-TERM U.S. GOVERNMENT FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 13.76 0.08(0.58%) July 03
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 07/30/1991 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.44% |
| Expenses | 1.39% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/09/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 2.2 | 0.6 | -3.9 | -8.1 | 0.2 | 2.1 | 3.3 | 4.5 | -5.6 | 3.4 | -28.9 | -4.6 | 17.8 | 13.4 | -2.1 | 9.5 | 1.0 | -2.3 | 24.6 | -12.7 | 5.0 | 28.2 | 11.6 | -2.1 | 13.6 | 9.2 | 1.2 | 4.9 | 7.3 | 3.7 | 18.7 | 5.5 | 20.4 | -8.0 | 13.4 | 15.0 | 0.7 | 23.9 | -7.4 | 5.4 | 1.3 | 17.3 |
| Sharpe Ratio | NA | 0.1 | -0.21 | -0.06 | -0.11 | -0.02 | NA | NA | 0.1 | -0.73 | 0.0 | -1.65 | -0.35 | 0.88 | 1.06 | -0.39 | 0.96 | 0.07 | -0.16 | 2.6 | -1.07 | 0.42 | 1.75 | 0.89 | -0.15 | 0.9 | 0.68 | -0.33 | 0.35 | 0.7 | 0.27 | 1.69 | 0.27 | 1.97 | -1.26 | 1.13 | 1.49 | -0.28 | 1.83 | -1.18 | 0.23 | -0.09 | 4.19 |
| Draw Down(%) | NA | 8.8 | 13.0 | 77.1 | 83.2 | 83.2 | NA | NA | 83.2 | 11.4 | 75.3 | 34.4 | 13.8 | 15.3 | 8.0 | 9.5 | 4.8 | 16.6 | 14.3 | 4.6 | 16.0 | 8.2 | 9.1 | 12.3 | 10.1 | 10.1 | 7.3 | 7.4 | 6.2 | 9.9 | 12.9 | 6.1 | 10.8 | 5.9 | 9.6 | 8.0 | 5.4 | 10.4 | 7.9 | 13.0 | 15.4 | 10.3 | 3.0 |
| Standard Deviation(%) | NA | 13.4 | 12.8 | 113.6 | 88.4 | 63.1 | NA | NA | 35.5 | 12.6 | 196.3 | 18.4 | 13.2 | 19.8 | 11.3 | 8.9 | 9.2 | 11.9 | 14.0 | 9.5 | 12.0 | 11.9 | 16.1 | 13.0 | 15.0 | 14.0 | 8.9 | 6.9 | 7.5 | 9.0 | 11.0 | 10.4 | 11.4 | 8.2 | 9.0 | 8.8 | 7.6 | 10.3 | 10.9 | 8.9 | 14.1 | 12.7 | 10.1 |
| Treynor Ratio | NA | 0.01 | -0.03 | -0.61 | -0.24 | -0.02 | NA | NA | 0.04 | -0.1 | 0.0 | -0.31 | -0.05 | 0.17 | 0.13 | -0.04 | 0.09 | 0.01 | -0.02 | 0.26 | -0.13 | 0.05 | 0.3 | 0.12 | -0.02 | 0.13 | 0.06 | -0.02 | 0.03 | 0.06 | 0.03 | 0.17 | 0.03 | 0.15 | -0.11 | 0.1 | 0.12 | -0.03 | 0.19 | -0.12 | 0.03 | -0.03 | 0.38 |
| Alpha | NA | 0.0 | 0.0 | 0.27 | 0.15 | 0.09 | NA | NA | 0.03 | 0.0 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | -0.04 | -0.01 | 0.01 |
| Beta | NA | 1.03 | 1.0 | 0.12 | 0.43 | 0.66 | NA | NA | 0.83 | 0.96 | -1.23 | 0.98 | 1.02 | 1.02 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 1.0 | 0.97 | 0.94 | 0.97 | 0.99 | 0.99 | 1.05 | 1.04 | 1.0 | 1.03 | 1.02 | 1.05 | 1.06 | 1.05 | 1.01 | 0.96 | 0.96 | 0.98 | 1.04 | 0.86 | 1.01 | 0.42 | 1.1 |
| RSquared | NA | 0.99 | 0.99 | 0.0 | 0.0 | 0.01 | NA | NA | 0.03 | 0.99 | 0.0 | 0.99 | 0.97 | 0.98 | 0.93 | 0.97 | 0.91 | 0.99 | 0.99 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.9 | 0.93 | 0.96 | 0.97 | 0.97 | 0.98 | 0.97 | 0.93 | 0.95 | 0.96 | 0.94 | 0.94 | 0.94 | 0.64 | 0.85 | 0.3 | 0.15 | 0.7 |
| Yield(%) | N/A | 1.6 | 3.2 | 8.7 | 8.0 | 8.3 | 7.6 | 7.4 | N/A | 3.1 | 10.0 | 2.0 | 6.2 | 25.4 | 2.9 | 3.1 | 3.1 | 3.2 | 43.6 | 3.2 | 4.3 | 9.4 | 17.7 | 12.9 | 8.7 | 5.0 | 4.9 | 4.6 | 3.6 | 6.7 | 5.9 | 9.7 | 9.0 | 6.7 | 5.6 | 10.5 | 6.9 | 9.6 | 7.7 | 5.4 | 5.9 | 6.8 | 4.3 |
| Dividend Growth(%) | N/A | -53.0 | -1.9 | -48.8 | -44.0 | 9.1 | 25.8 | N/A | N/A | 23.2 | 269.8 | -72.4 | -77.9 | 883.5 | -11.2 | 6.2 | -7.1 | -96.0 | 1579.1 | -37.1 | -56.8 | -42.2 | 35.2 | 35.2 | 83.4 | 5.5 | 3.8 | 28.1 | -45.3 | 12.3 | -34.2 | 1.1 | 56.8 | 1.8 | -45.8 | 65.6 | -35.3 | 45.3 | 24.7 | -9.6 | -16.2 | 74.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/1993
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