PLGAX Mutual Fund

PLGAX Mutual Fund

NAV$13.42
See how much of PLGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.87%
3 Months
-2.06%
6 Months
-1.78%
YTD
-2.40%
1 Year
-5.82%
3 Years (annualized)
+16.22%
5 Years (annualized)
+4.30%
10 Years (annualized)
+14.21%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
+4.64%
vs Peers
-7.04%

PLGAX Mutual Fund Performance

PLGAX performance across multiple time periods: 1-month -6.87%, YTD -2.40%, 1-year -5.82%, 3-year 16.22%, 5-year 4.30%, 10-year 14.21%.

PLGAX returns trail the peer average of 4.64% 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.