PAGHX Mutual Fund

PAGHX Mutual Fund

NAV$144.76
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Returns Overview

1 Month
-2.85%
3 Months
+0.22%
6 Months
+3.13%
YTD
+6.27%
1 Year
+20.77%
3 Years (annualized)
+29.96%
5 Years (annualized)
+16.38%
10 Years (annualized)
+17.11%

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
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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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.41%
vs Peers
-3.14%

PAGHX Mutual Fund Performance

PAGHX performance across multiple time periods: 1-month -2.85%, YTD 6.27%, 1-year 20.77%, 3-year 29.96%, 5-year 16.38%, 10-year 17.11%.

PAGHX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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