PAGEX Mutual Fund

PAGEX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
-5.10%
3 Months
-4.59%
6 Months
+1.27%
YTD
+1.76%
1 Year
+1.09%
3 Years (annualized)
+7.45%
5 Years (annualized)
-0.39%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGEX 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
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+4.73%
vs Peers
-2.98%

PAGEX Mutual Fund Performance

PAGEX performance across multiple time periods: 1-month -5.10%, YTD 1.76%, 1-year 1.09%, 3-year 7.45%, 5-year -0.39%, 10-year 2.92%.

PAGEX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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