PECAX Mutual Fund

PECAX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
-2.88%
3 Months
+2.73%
6 Months
+4.52%
YTD
+8.08%
1 Year
+6.46%
3 Years (annualized)
+5.77%
5 Years (annualized)
+2.47%
10 Years (annualized)
+6.70%

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)
+8.08%
Peer Avg (YTD)
+9.54%
vs Peers
-1.46%

PECAX Mutual Fund Performance

PECAX performance across multiple time periods: 1-month -2.88%, YTD 8.08%, 1-year 6.46%, 3-year 5.77%, 5-year 2.47%, 10-year 6.70%.

PECAX returns trail the peer average of 9.54% 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.