PEIOX Mutual Fund

PEIOX Mutual Fund

NAV$44.76
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Returns Overview

1 Month
+0.90%
3 Months
+5.00%
6 Months
+6.38%
YTD
+12.39%
1 Year
+18.43%
3 Years (annualized)
+19.65%
5 Years (annualized)
+10.43%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIOX 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
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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)
+12.39%
Peer Avg (YTD)
+12.44%
vs Peers
-0.04%

PEIOX Mutual Fund Performance

PEIOX performance across multiple time periods: 1-month 0.90%, YTD 12.39%, 1-year 18.43%, 3-year 19.65%, 5-year 10.43%, 10-year 11.94%.

PEIOX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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