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Pacific Capital Growth Stock Y (PGRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.06+0.03 (+0.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.48%
5-year average return-0.46%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jul 2024)24.85%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.85%
Worst 3-yr total return-4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGRSXCategory
YTD-2.91%14.32%
1-month-0.22%0.73%
3-month-1.31%8.73%
1-year5.47%32.33%
3-year-5.10%7.75%
5-year0.02%6.57%
10-year3.31%6.49%
Last bull market18.78%23.44%
Last bear market-17.26%-20.52%

Annual total return (%) history

Year
PGRSXCategory
2024
N/AN/A
2023
10.91%N/A
2022
-26.73%N/A
2021
23.51%N/A
2020
-3.86%-5.43%
2019
24.85%23.45%
2018
-3.39%-7.11%
2017
14.77%15.12%
2016
0.31%1.97%
2015
1.59%-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.61%-1.31%N/AN/A
20231.86%0.23%-6.15%15.75%
2022-5.39%-17.26%-11.08%5.25%
20214.46%9.13%-1.16%9.61%
2020-25.63%11.33%4.54%11.07%
201915.15%1.45%4.01%2.75%
2018-1.30%3.12%0.64%-5.68%
20172.87%3.84%2.72%4.60%
20163.11%2.63%1.19%-6.33%
20154.66%-6.19%-0.76%4.27%

Rank in category (by total return)

YTD38
1-month64
3-month13
1-year36
3-year63
5-year51

Load adjusted returns

1-year5.47%
3-year-5.10%
5-year0.02%
10-year3.31%