PAGDX Mutual Fund

NAV$151.61
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Returns Overview

1 Month
-3.22%
3 Months
+10.37%
6 Months
+10.00%
YTD
+9.80%
1 Year
+29.01%
3 Years (annualized)
+35.33%
5 Years (annualized)
+17.82%
10 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+9.51%
vs Peers
+0.29%

PAGDX Mutual Fund Performance

PAGDX performance across multiple time periods: 1-month -3.22%, YTD 9.80%, 1-year 29.01%, 3-year 35.33%, 5-year 17.82%, 10-year 19.10%.

PAGDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

PAGDX performance comparison shows side-by-side returns with another fund. PAGDX alternatives are available in the Mutual Fund Screener.