PAGQX Mutual Fund

PAGQX Mutual Fund

NAV$13.41
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Returns Overview

1 Month
-1.42%
3 Months
-0.38%
6 Months
+10.90%
YTD
+8.62%
1 Year
+12.14%
3 Years (annualized)
+18.30%
5 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGQX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+7.09%
vs Peers
+1.53%

PAGQX Mutual Fund Performance

PAGQX performance across multiple time periods: 1-month -1.42%, YTD 8.62%, 1-year 12.14%, 3-year 18.30%, 5-year 9.46%.

PAGQX 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.

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