Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGBGX (BLUE CHIP FUND R-5) | -4.15% | -1.70% | 14.60% | 6.01% | 14.92% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGBGX (BLUE CHIP FUND R-5) | 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 | -1.70 | 14.60 | 6.01 | 14.92 | NA | NA | … | … | -4.15 | -8.34 | 21.29 | 39.59 | -30.84 | 24.86 | 34.54 | 38.54 | 2.70 | 28.54 | 8.13 |
| Sharpe Ratio | NA | -0.28 | 0.69 | 0.18 | 0.65 | NA | NA | … | … | -0.62 | -0.43 | 1.26 | 2.29 | -1.05 | 1.46 | 1.05 | 2.57 | 0.07 | 3.57 | 0.84 |
| Standard Deviation(%) | NA | 15.63 | 16.56 | 20.28 | 20.07 | NA | NA | … | … | 18.63 | 26.56 | 14.01 | 15.87 | 30.71 | 16.97 | 32.66 | 14.41 | 19.80 | 7.85 | 12.61 |
| Draw Down(%) | NA | 19.14 | 19.14 | 38.08 | 38.08 | NA | NA | … | … | 17.68 | 22.17 | 7.44 | 10.77 | 35.80 | 7.31 | 32.05 | 6.62 | 19.16 | 2.31 | 6.79 |
| Yield(%) | 0.00 | 17.32 | 10.57 | 6.73 | 11.27 | 7.60 | 5.70 | … | … | 0.00 | 18.47 | 5.36 | 0.00 | 0.49 | 8.02 | 4.24 | 5.87 | 7.48 | 3.45 | 0.90 |
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 |
|---|---|---|---|---|
| PGBGX (BLUE CHIP FUND R-5) |
3.47%
Oct 2021 – Oct 2024 |
6.41%
Mar 2021 – Mar 2026 |
15.27%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBGX (BLUE CHIP FUND R-5) |
32.52%
Dec 2018 – Dec 2021 |
25.68%
Oct 2016 – Oct 2021 |
15.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart