PENNX Mutual Fund

PENNX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
-3.66%
3 Months
-8.04%
6 Months
+9.58%
YTD
+12.75%
1 Year
+16.08%
3 Years (annualized)
+14.00%
5 Years (annualized)
+8.55%
10 Years (annualized)
+11.52%

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)
+12.75%
Peer Avg (YTD)
+10.34%
vs Peers
+2.41%

PENNX Mutual Fund Performance

PENNX performance across multiple time periods: 1-month -3.66%, YTD 12.75%, 1-year 16.08%, 3-year 14.00%, 5-year 8.55%, 10-year 11.52%.

PENNX returns outperform the peer average of 10.34% 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.