PEIYX Mutual Fund

PEIYX Mutual Fund

NAV$45.75
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Returns Overview

1 Month
+4.15%
3 Months
+7.74%
6 Months
+11.24%
YTD
+14.11%
1 Year
+27.99%
3 Years (annualized)
+19.75%
5 Years (annualized)
+14.38%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIYX 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)
+14.11%
Peer Avg (YTD)
+11.41%
vs Peers
+2.70%

PEIYX Mutual Fund Performance

PEIYX performance across multiple time periods: 1-month 4.15%, YTD 14.11%, 1-year 27.99%, 3-year 19.75%, 5-year 14.38%, 10-year 14.02%.

PEIYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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