PEGZX Mutual Fund

PEGZX Mutual Fund

NAV$20.51
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Returns Overview

1 Month
-3.81%
3 Months
+2.67%
6 Months
+4.01%
YTD
+2.10%
1 Year
-1.56%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.89%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGZX 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)
+2.10%
Peer Avg (YTD)
+9.54%
vs Peers
-7.44%

PEGZX Mutual Fund Performance

PEGZX performance across multiple time periods: 1-month -3.81%, YTD 2.10%, 1-year -1.56%, 3-year 4.29%, 5-year 0.89%, 10-year 9.74%.

PEGZX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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