PEDGX Mutual Fund

PEDGX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+2.50%
3 Months
+7.30%
6 Months
+3.84%
YTD
+6.71%
1 Year
+5.13%
3 Years (annualized)
+10.82%
5 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDGX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+6.89%
vs Peers
-0.18%

PEDGX Mutual Fund Performance

PEDGX performance across multiple time periods: 1-month 2.50%, YTD 6.71%, 1-year 5.13%, 3-year 10.82%, 5-year 9.27%.

PEDGX returns trail the peer average of 6.89% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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