PEICX Mutual Fund

PEICX Mutual Fund

NAV$25.45
See how much of PEICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.19%
3 Months
+7.94%
6 Months
+13.04%
YTD
+17.40%
1 Year
+27.86%
3 Years (annualized)
+18.50%
5 Years (annualized)
+11.91%
10 Years (annualized)
+11.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+11.41%
vs Peers
+5.99%

PEICX Mutual Fund Performance

PEICX performance across multiple time periods: 1-month 1.19%, YTD 17.40%, 1-year 27.86%, 3-year 18.50%, 5-year 11.91%, 10-year 11.23%.

PEICX returns outperform the peer average of 11.41% 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.