PEQCX Mutual Fund

PEQCX Mutual Fund

NAV$43.67
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Returns Overview

1 Month
+0.64%
3 Months
+6.14%
6 Months
+9.42%
YTD
+14.19%
1 Year
+23.75%
3 Years (annualized)
+19.87%
5 Years (annualized)
+12.87%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+12.44%
vs Peers
+1.75%

PEQCX Mutual Fund Performance

PEQCX performance across multiple time periods: 1-month 0.64%, YTD 14.19%, 1-year 23.75%, 3-year 19.87%, 5-year 12.87%, 10-year 12.89%.

PEQCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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