PAGSX Mutual Fund

NAV$81.86

Returns Overview

1 Month
+2.27%
3 Months
+27.39%
6 Months
+23.56%
YTD
+21.59%
1 Year
+37.51%
3 Years (annualized)
+23.06%
5 Years (annualized)
+9.47%
10 Years (annualized)
+16.88%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Growth Net
This Mutual Fund (YTD)
+21.59%
Peer Avg (YTD)
+8.97%
vs Peers
+12.62%

PAGSX Mutual Fund Performance

PAGSX performance across multiple time periods: 1-month 2.27%, YTD 21.59%, 1-year 37.51%, 3-year 23.06%, 5-year 9.47%, 10-year 16.88%.

PAGSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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