PEIJX Mutual Fund

NAV$46.58

Returns Overview

1 Month
+1.57%
3 Months
+7.86%
6 Months
+9.79%
YTD
+8.89%
1 Year
+19.98%
3 Years (annualized)
+18.61%
5 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.49%
vs Peers
-0.60%

PEIJX Mutual Fund Performance

PEIJX performance across multiple time periods: 1-month 1.57%, YTD 8.89%, 1-year 19.98%, 3-year 18.61%, 5-year 10.72%.

PEIJX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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