PEFGX Mutual Fund

NAV$16.98

Returns Overview

1 Month
+0.48%
3 Months
+13.22%
6 Months
+7.64%
YTD
+7.02%
1 Year
+18.08%
3 Years (annualized)
+16.59%
5 Years (annualized)
+9.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+7.64%
vs Peers
-0.62%

PEFGX Mutual Fund Performance

PEFGX performance across multiple time periods: 1-month 0.48%, YTD 7.02%, 1-year 18.08%, 3-year 16.59%, 5-year 9.64%.

PEFGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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