PAGEX Mutual Fund

PAGEX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
+2.57%
3 Months
-4.73%
6 Months
-3.39%
YTD
+4.38%
1 Year
+5.20%
3 Years (annualized)
+9.96%
5 Years (annualized)
-1.16%
10 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGEX 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
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📉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
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+7.23%
vs Peers
-2.85%

PAGEX Mutual Fund Performance

PAGEX performance across multiple time periods: 1-month 2.57%, YTD 4.38%, 1-year 5.20%, 3-year 9.96%, 5-year -1.16%, 10-year 3.30%.

PAGEX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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