Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PGBFX (BLUE CHIP FUND R-4) NA 28.26% 3.27% 13.03% NA NA NA
Data as of 11/25/2024, Common starting date is 03/30/2016
More Performance Analytics Comparison
Name Start Date End Date
PGBFX (BLUE CHIP FUND R-4) 03/30/2016 11/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 1.11 28.26 3.27 13.03 NA NA NA 22.59 39.43 -31.40 16.82 29.92 38.33 2.56 28.44 8.03
Sharpe Ratio NA 1.60 -0.07 0.45 NA NA NA 1.33 2.24 -1.07 0.90 0.90 2.56 0.06 3.58 0.83
Standard Deviation(%) NA 13.42 22.27 23.70 NA NA NA 13.79 15.84 30.68 18.64 32.91 14.44 19.80 7.79 12.56
Draw Down(%) NA 7.46 41.08 42.06 NA NA NA 7.46 10.78 35.87 13.18 32.05 6.64 19.17 2.31 6.73
Yield(%) 0.00 0.00 0.00 0.89 2.23 1.48 1.11 0.00 0.00 0.00 0.00 0.00 5.95 7.49 3.45 0.86
Data as of 11/25/2024, 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
PGBFX (BLUE CHIP FUND R-4) 0.29%
Sep 2020 – Sep 2023
8.09%
Feb 2018 – Feb 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGBFX (BLUE CHIP FUND R-4) 29.31%
Oct 2018 – Oct 2021
24.68%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return