PECAX Mutual Fund

PECAX Mutual Fund

NAV$15.94
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Returns Overview

1 Month
+3.06%
3 Months
-4.33%
6 Months
-1.71%
YTD
+3.41%
1 Year
+5.61%
3 Years (annualized)
+9.28%
5 Years (annualized)
+0.76%
10 Years (annualized)
+6.49%

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)
+3.41%
Peer Avg (YTD)
+10.76%
vs Peers
-7.35%

PECAX Mutual Fund Performance

PECAX performance across multiple time periods: 1-month 3.06%, YTD 3.41%, 1-year 5.61%, 3-year 9.28%, 5-year 0.76%, 10-year 6.49%.

PECAX returns trail the peer average of 10.76% 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.