PAGUX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
+0.53%
3 Months
+11.36%
6 Months
+9.80%
YTD
+9.17%
1 Year
+20.10%
3 Years (annualized)
+18.54%
5 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGUX 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

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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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+7.64%
vs Peers
+1.53%

PAGUX Mutual Fund Performance

PAGUX performance across multiple time periods: 1-month 0.53%, YTD 9.17%, 1-year 20.10%, 3-year 18.54%, 5-year 10.17%.

PAGUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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