PAGEX Mutual Fund

NAV$19.10

Returns Overview

1 Month
+2.69%
3 Months
+4.20%
6 Months
+8.15%
YTD
+10.53%
1 Year
+9.72%
3 Years (annualized)
+6.98%
5 Years (annualized)
+0.57%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAGEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+11.24%
vs Peers
-0.71%

PAGEX Mutual Fund Performance

PAGEX performance across multiple time periods: 1-month 2.69%, YTD 10.53%, 1-year 9.72%, 3-year 6.98%, 5-year 0.57%, 10-year 3.03%.

PAGEX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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