PEIIX Mutual Fund

PEIIX Mutual Fund

NAV$45.04
See how much of PEIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.96%
3 Months
+5.16%
6 Months
+6.69%
YTD
+12.82%
1 Year
+19.08%
3 Years (annualized)
+17.50%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.76%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+12.44%
vs Peers
+0.38%

PEIIX Mutual Fund Performance

PEIIX performance across multiple time periods: 1-month 0.96%, YTD 12.82%, 1-year 19.08%, 3-year 17.50%, 5-year 9.48%, 10-year 11.76%.

PEIIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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