PAGRX Mutual Fund

PAGRX Mutual Fund

NAV$150.47
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Returns Overview

1 Month
-3.71%
3 Months
-1.09%
6 Months
-0.62%
YTD
+5.72%
1 Year
+8.59%
3 Years (annualized)
+35.92%
5 Years (annualized)
+16.79%
10 Years (annualized)
+18.12%

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)
+5.72%
Peer Avg (YTD)
+9.28%
vs Peers
-3.55%

PAGRX Mutual Fund Performance

PAGRX performance across multiple time periods: 1-month -3.71%, YTD 5.72%, 1-year 8.59%, 3-year 35.92%, 5-year 16.79%, 10-year 18.12%.

PAGRX returns trail the peer average of 9.28% 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.