PAGHX Mutual Fund

NAV$143.42

Returns Overview

1 Month
-3.28%
3 Months
+10.17%
6 Months
+9.59%
YTD
+9.40%
1 Year
+28.06%
3 Years (annualized)
+34.32%
5 Years (annualized)
+16.95%
10 Years (annualized)
+18.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGHX 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

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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)
+9.40%
Peer Avg (YTD)
+9.51%
vs Peers
-0.11%

PAGHX Mutual Fund Performance

PAGHX performance across multiple time periods: 1-month -3.28%, YTD 9.40%, 1-year 28.06%, 3-year 34.32%, 5-year 16.95%, 10-year 18.21%.

PAGHX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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