PEIZX Mutual Fund

NAV$28.53

Returns Overview

1 Month
+3.64%
3 Months
+15.90%
6 Months
+16.68%
YTD
+15.27%
1 Year
+29.46%
3 Years (annualized)
+21.12%
5 Years (annualized)
+13.29%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+9.49%
vs Peers
+5.78%

PEIZX Mutual Fund Performance

PEIZX performance across multiple time periods: 1-month 3.64%, YTD 15.27%, 1-year 29.46%, 3-year 21.12%, 5-year 13.29%, 10-year 12.92%.

PEIZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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