PAGDX Mutual Fund

PAGDX Mutual Fund

NAV$157.72
See how much of PAGDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.79%
3 Months
+0.41%
6 Months
+3.51%
YTD
+6.74%
1 Year
+21.69%
3 Years (annualized)
+30.96%
5 Years (annualized)
+17.27%
10 Years (annualized)
+18.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+9.41%
vs Peers
-2.67%

PAGDX Mutual Fund Performance

PAGDX performance across multiple time periods: 1-month -2.79%, YTD 6.74%, 1-year 21.69%, 3-year 30.96%, 5-year 17.27%, 10-year 18.01%.

PAGDX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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