PEQBX Mutual Fund

NAV$12.92

Returns Overview

1 Month
+3.68%
3 Months
+4.66%
6 Months
+8.88%
YTD
+9.06%
1 Year
+16.45%
3 Years (annualized)
+1.09%
5 Years (annualized)
+6.41%
10 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQBX 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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+16.68%
vs Peers
-7.62%

PEQBX Mutual Fund Performance

PEQBX performance across multiple time periods: 1-month 3.68%, YTD 9.06%, 1-year 16.45%, 3-year 1.09%, 5-year 6.41%, 10-year 5.03%.

PEQBX returns trail the peer average of 16.68% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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