PABGX Mutual Fund

PABGX Mutual Fund

NAV$205.61
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Returns Overview

1 Month
-2.39%
3 Months
-2.05%
6 Months
-0.01%
YTD
-1.53%
1 Year
+4.11%
3 Years (annualized)
+18.91%
5 Years (annualized)
+7.86%
10 Years (annualized)
+15.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PABGX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
+6.23%
vs Peers
-7.76%

PABGX Mutual Fund Performance

PABGX performance across multiple time periods: 1-month -2.39%, YTD -1.53%, 1-year 4.11%, 3-year 18.91%, 5-year 7.86%, 10-year 15.16%.

PABGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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