PLGIX Mutual Fund

PLGIX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
-2.81%
3 Months
+0.38%
6 Months
+2.58%
YTD
-0.25%
1 Year
+0.98%
3 Years (annualized)
+14.07%
5 Years (annualized)
+5.70%
10 Years (annualized)
+14.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLGIX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+6.23%
vs Peers
-6.48%

PLGIX Mutual Fund Performance

PLGIX performance across multiple time periods: 1-month -2.81%, YTD -0.25%, 1-year 0.98%, 3-year 14.07%, 5-year 5.70%, 10-year 14.68%.

PLGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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