PAGZX Mutual Fund

PAGZX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
-1.33%
3 Months
-0.15%
6 Months
+11.78%
YTD
+9.40%
1 Year
+12.97%
3 Years (annualized)
+18.19%
5 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGZX 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
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📉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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+7.09%
vs Peers
+2.32%

PAGZX Mutual Fund Performance

PAGZX performance across multiple time periods: 1-month -1.33%, YTD 9.40%, 1-year 12.97%, 3-year 18.19%, 5-year 9.69%.

PAGZX 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.

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