PEIPX Mutual Fund

PEIPX Mutual Fund

NAV$43.94
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Returns Overview

1 Month
+5.19%
3 Months
+5.50%
6 Months
+13.98%
YTD
+21.76%
1 Year
+28.53%
3 Years (annualized)
+8.01%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIPX 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)
+21.76%
Peer Avg (YTD)
+20.11%
vs Peers
+1.65%

PEIPX Mutual Fund Performance

PEIPX performance across multiple time periods: 1-month 5.19%, YTD 21.76%, 1-year 28.53%, 3-year 8.01%, 5-year 9.66%, 10-year 9.53%.

PEIPX returns outperform the peer average of 20.11% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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