Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGBEX (BLUE CHIP FUND R-3) | -4.29% | -2.02% | 14.25% | 5.69% | 14.56% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGBEX (BLUE CHIP FUND R-3) | 03/30/2016 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | -2.02 | 14.25 | 5.69 | 14.56 | NA | NA | … | … | -4.29 | -9.20 | 20.90 | 39.18 | -31.04 | 24.45 | 34.16 | 38.08 | 2.38 | 28.09 | 7.88 |
| Sharpe Ratio | NA | -0.15 | 0.71 | 0.20 | 0.64 | NA | NA | … | … | -0.52 | -0.45 | 1.23 | 2.27 | -1.06 | 1.44 | 1.03 | 2.54 | 0.05 | 3.55 | 0.81 |
| Standard Deviation(%) | NA | 15.50 | 16.55 | 20.25 | 20.06 | NA | NA | … | … | 18.74 | 27.03 | 14.02 | 15.81 | 30.72 | 16.97 | 32.69 | 14.43 | 19.82 | 7.77 | 12.62 |
| Draw Down(%) | NA | 19.24 | 19.24 | 38.25 | 38.25 | NA | NA | … | … | 17.73 | 22.70 | 7.43 | 10.79 | 35.96 | 7.32 | 32.07 | 6.64 | 19.22 | 2.31 | 6.79 |
| Yield(%) | 0.00 | 17.86 | 10.82 | 6.84 | 11.24 | 7.58 | 5.68 | … | … | 0.00 | 19.02 | 5.50 | 0.00 | 0.50 | 8.14 | 4.29 | 5.73 | 7.51 | 3.45 | 0.78 |
Data as of 06/12/2026, Common starting date is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBEX (BLUE CHIP FUND R-3) |
3.16%
Oct 2021 – Oct 2024 |
6.08%
Mar 2021 – Mar 2026 |
14.91%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBEX (BLUE CHIP FUND R-3) |
32.11%
Dec 2018 – Dec 2021 |
25.28%
Oct 2016 – Oct 2021 |
14.99%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart