PAGRX Mutual Fund

PAGRX Mutual Fund

NAV$157.28
See how much of PAGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.34%
3 Months
-0.12%
6 Months
+10.30%
YTD
+9.80%
1 Year
+15.40%
3 Years (annualized)
+34.56%
5 Years (annualized)
+17.39%
10 Years (annualized)
+18.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+9.80%
Peer Avg (YTD)
+9.91%
vs Peers
-0.11%

PAGRX Mutual Fund Performance

PAGRX performance across multiple time periods: 1-month -2.34%, YTD 9.80%, 1-year 15.40%, 3-year 34.56%, 5-year 17.39%, 10-year 18.63%.

PAGRX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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