PENNX Mutual Fund

PENNX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
-0.76%
3 Months
-5.43%
6 Months
-1.32%
YTD
+11.90%
1 Year
+15.55%
3 Years (annualized)
+16.57%
5 Years (annualized)
+7.23%
10 Years (annualized)
+11.32%

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
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📉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)
+11.90%
Peer Avg (YTD)
+12.21%
vs Peers
-0.31%

PENNX Mutual Fund Performance

PENNX performance across multiple time periods: 1-month -0.76%, YTD 11.90%, 1-year 15.55%, 3-year 16.57%, 5-year 7.23%, 10-year 11.32%.

PENNX returns trail the peer average of 12.21% 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.