PEGCX Mutual Fund

PEGCX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
-3.92%
3 Months
+2.31%
6 Months
+3.30%
YTD
+1.34%
1 Year
-2.78%
3 Years (annualized)
+2.97%
5 Years (annualized)
-1.03%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGCX 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)
+1.34%
Peer Avg (YTD)
+9.54%
vs Peers
-8.20%

PEGCX Mutual Fund Performance

PEGCX performance across multiple time periods: 1-month -3.92%, YTD 1.34%, 1-year -2.78%, 3-year 2.97%, 5-year -1.03%, 10-year 8.14%.

PEGCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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