PEIJX Mutual Fund

PEIJX Mutual Fund

NAV$45.28
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Returns Overview

1 Month
+0.94%
3 Months
+5.08%
6 Months
+6.55%
YTD
+12.64%
1 Year
+18.83%
3 Years (annualized)
+17.23%
5 Years (annualized)
+9.22%
10 Years (annualized)
+11.43%

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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+12.44%
vs Peers
+0.21%

PEIJX Mutual Fund Performance

PEIJX performance across multiple time periods: 1-month 0.94%, YTD 12.64%, 1-year 18.83%, 3-year 17.23%, 5-year 9.22%, 10-year 11.43%.

PEIJX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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