PENNX Mutual Fund

PENNX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
-3.50%
3 Months
+4.35%
6 Months
+11.85%
YTD
+19.48%
1 Year
+29.46%
3 Years (annualized)
+13.57%
5 Years (annualized)
+9.04%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PENNX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.48%
Peer Avg (YTD)
+15.31%
vs Peers
+4.17%

PENNX Mutual Fund Performance

PENNX performance across multiple time periods: 1-month -3.50%, YTD 19.48%, 1-year 29.46%, 3-year 13.57%, 5-year 9.04%, 10-year 12.37%.

PENNX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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