PAGRX Mutual Fund

PAGRX Mutual Fund

NAV$155.20
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Returns Overview

1 Month
-2.77%
3 Months
+0.47%
6 Months
+3.63%
YTD
+6.89%
1 Year
+21.98%
3 Years (annualized)
+31.29%
5 Years (annualized)
+17.57%
10 Years (annualized)
+18.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGRX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+9.41%
vs Peers
-2.52%

PAGRX Mutual Fund Performance

PAGRX performance across multiple time periods: 1-month -2.77%, YTD 6.89%, 1-year 21.98%, 3-year 31.29%, 5-year 17.57%, 10-year 18.31%.

PAGRX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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