PEIYX Mutual Fund

NAV$45.49

Returns Overview

1 Month
+1.43%
3 Months
+9.62%
6 Months
+10.48%
YTD
+9.56%
1 Year
+24.18%
3 Years (annualized)
+19.49%
5 Years (annualized)
+13.64%
10 Years (annualized)
+13.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+9.49%
vs Peers
+0.07%

PEIYX Mutual Fund Performance

PEIYX performance across multiple time periods: 1-month 1.43%, YTD 9.56%, 1-year 24.18%, 3-year 19.49%, 5-year 13.64%, 10-year 13.94%.

PEIYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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