PAGLX Mutual Fund

NAV$49.61
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.51%
3 Months
+17.68%
6 Months
+13.13%
YTD
+12.02%
1 Year
+21.92%
3 Years (annualized)
+17.26%
5 Years (annualized)
+6.36%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+8.97%
vs Peers
+3.05%

PAGLX Mutual Fund Performance

PAGLX performance across multiple time periods: 1-month 0.51%, YTD 12.02%, 1-year 21.92%, 3-year 17.26%, 5-year 6.36%, 10-year 14.53%.

PAGLX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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