PLGAX Mutual Fund

NAV$14.66

Returns Overview

1 Month
-3.01%
3 Months
+15.61%
6 Months
+2.11%
YTD
+2.54%
1 Year
+5.89%
3 Years (annualized)
+25.20%
5 Years (annualized)
+11.76%
10 Years (annualized)
+17.90%

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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+8.97%
vs Peers
-6.43%

PLGAX Mutual Fund Performance

PLGAX performance across multiple time periods: 1-month -3.01%, YTD 2.54%, 1-year 5.89%, 3-year 25.20%, 5-year 11.76%, 10-year 17.90%.

PLGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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