PEGZX Mutual Fund

PEGZX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
-6.30%
3 Months
-5.31%
6 Months
-2.78%
YTD
-3.32%
1 Year
-7.75%
3 Years (annualized)
+8.01%
5 Years (annualized)
-1.04%
10 Years (annualized)
+9.60%

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)
-3.32%
Peer Avg (YTD)
+8.01%
vs Peers
-11.33%

PEGZX Mutual Fund Performance

PEGZX performance across multiple time periods: 1-month -6.30%, YTD -3.32%, 1-year -7.75%, 3-year 8.01%, 5-year -1.04%, 10-year 9.60%.

PEGZX returns trail the peer average of 8.01% 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.