PEFGX Mutual Fund

PEFGX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-1.07%
3 Months
+0.48%
6 Months
+13.76%
YTD
+7.53%
1 Year
+10.73%
3 Years (annualized)
+16.13%
5 Years (annualized)
+8.82%
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
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📉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)
+7.53%
Peer Avg (YTD)
+7.09%
vs Peers
+0.45%

PEFGX Mutual Fund Performance

PEFGX performance across multiple time periods: 1-month -1.07%, YTD 7.53%, 1-year 10.73%, 3-year 16.13%, 5-year 8.82%, 10-year 10.61%.

PEFGX returns outperform the peer average of 7.09% 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.