PAGJX Mutual Fund

PAGJX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-0.16%
3 Months
+0.25%
6 Months
+2.78%
YTD
+7.21%
1 Year
+8.93%
3 Years (annualized)
+18.09%
5 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+6.70%
vs Peers
+0.51%

PAGJX Mutual Fund Performance

PAGJX performance across multiple time periods: 1-month -0.16%, YTD 7.21%, 1-year 8.93%, 3-year 18.09%, 5-year 7.94%.

PAGJX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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