PAGSX Mutual Fund

PAGSX Mutual Fund

NAV$81.73
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Returns Overview

1 Month
-6.91%
3 Months
+2.73%
6 Months
+9.94%
YTD
+15.03%
1 Year
+27.36%
3 Years (annualized)
+19.05%
5 Years (annualized)
+7.89%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGSX 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
MSCI All Country World Index Growth Net
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+6.23%
vs Peers
+8.80%

PAGSX Mutual Fund Performance

PAGSX performance across multiple time periods: 1-month -6.91%, YTD 15.03%, 1-year 27.36%, 3-year 19.05%, 5-year 7.89%, 10-year 15.33%.

PAGSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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