PEIIX Mutual Fund

NAV$46.37

Returns Overview

1 Month
+1.58%
3 Months
+7.89%
6 Months
+9.89%
YTD
+8.98%
1 Year
+20.23%
3 Years (annualized)
+18.84%
5 Years (annualized)
+10.96%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+9.49%
vs Peers
-0.51%

PEIIX Mutual Fund Performance

PEIIX performance across multiple time periods: 1-month 1.58%, YTD 8.98%, 1-year 20.23%, 3-year 18.84%, 5-year 10.96%, 10-year 12.48%.

PEIIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

PEIIX performance comparison shows side-by-side returns with another fund. PEIIX alternatives are available in the Mutual Fund Screener.