PEIQX Mutual Fund

PEIQX Mutual Fund

NAV$45.14
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Returns Overview

1 Month
+2.51%
3 Months
+2.96%
6 Months
+8.71%
YTD
+11.59%
1 Year
+21.87%
3 Years (annualized)
+15.35%
5 Years (annualized)
+9.41%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIQX 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)
+11.59%
Peer Avg (YTD)
+11.41%
vs Peers
+0.17%

PEIQX Mutual Fund Performance

PEIQX performance across multiple time periods: 1-month 2.51%, YTD 11.59%, 1-year 21.87%, 3-year 15.35%, 5-year 9.41%, 10-year 11.48%.

PEIQX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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