PLGJX Mutual Fund

NAV$8.86

Returns Overview

1 Month
-2.99%
3 Months
+15.55%
6 Months
+2.10%
YTD
+2.57%
1 Year
+5.99%
3 Years (annualized)
+28.23%
5 Years (annualized)
+13.46%
10 Years (annualized)
+18.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLGJX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+8.97%
vs Peers
-6.40%

PLGJX Mutual Fund Performance

PLGJX performance across multiple time periods: 1-month -2.99%, YTD 2.57%, 1-year 5.99%, 3-year 28.23%, 5-year 13.46%, 10-year 18.94%.

PLGJX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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