PEFGX Mutual Fund

PEFGX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-1.26%
3 Months
+0.06%
6 Months
+3.58%
YTD
+6.18%
1 Year
+7.34%
3 Years (annualized)
+17.81%
5 Years (annualized)
+8.35%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFGX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+6.70%
vs Peers
-0.52%

PEFGX Mutual Fund Performance

PEFGX performance across multiple time periods: 1-month -1.26%, YTD 6.18%, 1-year 7.34%, 3-year 17.81%, 5-year 8.35%, 10-year 10.75%.

PEFGX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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