PLGAX Mutual Fund

PLGAX Mutual Fund

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Returns Overview

1 Month
+1.85%
3 Months
+2.20%
6 Months
+18.15%
YTD
+4.80%
1 Year
+3.87%
3 Years (annualized)
+15.27%
5 Years (annualized)
+5.57%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+8.68%
vs Peers
-3.88%

PLGAX Mutual Fund Performance

PLGAX performance across multiple time periods: 1-month 1.85%, YTD 4.80%, 1-year 3.87%, 3-year 15.27%, 5-year 5.57%, 10-year 14.74%.

PLGAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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