PLGJX Mutual Fund

PLGJX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+1.93%
3 Months
+2.28%
6 Months
+18.18%
YTD
+4.91%
1 Year
+3.97%
3 Years (annualized)
+15.41%
5 Years (annualized)
+5.73%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLGJX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+8.68%
vs Peers
-3.77%

PLGJX Mutual Fund Performance

PLGJX performance across multiple time periods: 1-month 1.93%, YTD 4.91%, 1-year 3.97%, 3-year 15.41%, 5-year 5.73%, 10-year 14.97%.

PLGJX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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