PEGEX Mutual Fund

PEGEX Mutual Fund

NAV$20.28
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Returns Overview

1 Month
-3.88%
3 Months
+2.54%
6 Months
+3.83%
YTD
+1.90%
1 Year
-1.90%
3 Years (annualized)
+3.93%
5 Years (annualized)
+0.53%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGEX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+9.54%
vs Peers
-7.64%

PEGEX Mutual Fund Performance

PEGEX performance across multiple time periods: 1-month -3.88%, YTD 1.90%, 1-year -1.90%, 3-year 3.93%, 5-year 0.53%, 10-year 9.38%.

PEGEX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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