PLGIX Mutual Fund

NAV$16.64

Returns Overview

1 Month
-2.96%
3 Months
+15.67%
6 Months
+2.25%
YTD
+2.63%
1 Year
+6.19%
3 Years (annualized)
+24.90%
5 Years (annualized)
+11.73%
10 Years (annualized)
+18.12%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+8.97%
vs Peers
-6.34%

PLGIX Mutual Fund Performance

PLGIX performance across multiple time periods: 1-month -2.96%, YTD 2.63%, 1-year 6.19%, 3-year 24.90%, 5-year 11.73%, 10-year 18.12%.

PLGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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