PEICX Mutual Fund

PEICX Mutual Fund

NAV$25.45
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Returns Overview

1 Month
+1.96%
3 Months
-0.43%
6 Months
+7.47%
YTD
+15.52%
1 Year
+20.27%
3 Years (annualized)
+21.65%
5 Years (annualized)
+10.97%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEICX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+12.44%
vs Peers
+3.08%

PEICX Mutual Fund Performance

PEICX performance across multiple time periods: 1-month 1.96%, YTD 15.52%, 1-year 20.27%, 3-year 21.65%, 5-year 10.97%, 10-year 11.21%.

PEICX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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