PEEAX Mutual Fund

PEEAX Mutual Fund

NAV$13.69
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Returns Overview

1 Month
-0.52%
3 Months
-0.67%
6 Months
+4.06%
YTD
+1.37%
1 Year
-2.31%
3 Years (annualized)
+5.28%
5 Years (annualized)
+0.01%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEEAX 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)
+1.37%
Peer Avg (YTD)
+9.89%
vs Peers
-8.52%

PEEAX Mutual Fund Performance

PEEAX performance across multiple time periods: 1-month -0.52%, YTD 1.37%, 1-year -2.31%, 3-year 5.28%, 5-year 0.01%, 10-year 9.56%.

PEEAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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