PAGKX Mutual Fund

PAGKX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-1.46%
3 Months
-0.65%
6 Months
+9.16%
YTD
+7.14%
1 Year
+10.15%
3 Years (annualized)
+16.41%
5 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+7.09%
vs Peers
+0.06%

PAGKX Mutual Fund Performance

PAGKX performance across multiple time periods: 1-month -1.46%, YTD 7.14%, 1-year 10.15%, 3-year 16.41%, 5-year 8.03%.

PAGKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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