PAGDX Mutual Fund

PAGDX Mutual Fund

NAV$155.70
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Returns Overview

1 Month
-2.36%
3 Months
-0.18%
6 Months
+10.17%
YTD
+9.60%
1 Year
+15.12%
3 Years (annualized)
+34.23%
5 Years (annualized)
+17.10%
10 Years (annualized)
+18.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGDX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+9.98%
vs Peers
-0.38%

PAGDX Mutual Fund Performance

PAGDX performance across multiple time periods: 1-month -2.36%, YTD 9.60%, 1-year 15.12%, 3-year 34.23%, 5-year 17.10%, 10-year 18.56%.

PAGDX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

PAGDX vs another fund shows side-by-side returns. PAGDX alternatives are available in the Mutual Fund Screener.