PLGAX Mutual Fund

PLGAX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
-2.82%
3 Months
+0.28%
6 Months
+2.47%
YTD
-0.35%
1 Year
+0.69%
3 Years (annualized)
+13.78%
5 Years (annualized)
+5.41%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLGAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+6.23%
vs Peers
-6.59%

PLGAX Mutual Fund Performance

PLGAX performance across multiple time periods: 1-month -2.82%, YTD -0.35%, 1-year 0.69%, 3-year 13.78%, 5-year 5.41%, 10-year 14.30%.

PLGAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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