PECAX Mutual Fund

PECAX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
-0.68%
3 Months
+0.31%
6 Months
+3.41%
YTD
+7.35%
1 Year
+3.27%
3 Years (annualized)
+6.59%
5 Years (annualized)
+2.09%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PECAX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+9.89%
vs Peers
-2.54%

PECAX Mutual Fund Performance

PECAX performance across multiple time periods: 1-month -0.68%, YTD 7.35%, 1-year 3.27%, 3-year 6.59%, 5-year 2.09%, 10-year 6.62%.

PECAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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