PEFGX Mutual Fund

PEFGX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-0.84%
3 Months
+3.52%
6 Months
+6.67%
YTD
+6.12%
1 Year
+13.56%
3 Years (annualized)
+15.36%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.61%

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)
+6.12%
Peer Avg (YTD)
+6.99%
vs Peers
-0.88%

PEFGX Mutual Fund Performance

PEFGX performance across multiple time periods: 1-month -0.84%, YTD 6.12%, 1-year 13.56%, 3-year 15.36%, 5-year 9.28%, 10-year 10.61%.

PEFGX returns trail the peer average of 6.99% 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.