PEQCX Mutual Fund

PEQCX Mutual Fund

NAV$44.60
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Returns Overview

1 Month
+4.07%
3 Months
+7.47%
6 Months
+10.70%
YTD
+13.46%
1 Year
+26.72%
3 Years (annualized)
+18.70%
5 Years (annualized)
+13.47%
10 Years (annualized)
+13.12%

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)
+13.46%
Peer Avg (YTD)
+11.41%
vs Peers
+2.05%

PEQCX Mutual Fund Performance

PEQCX performance across multiple time periods: 1-month 4.07%, YTD 13.46%, 1-year 26.72%, 3-year 18.70%, 5-year 13.47%, 10-year 13.12%.

PEQCX returns outperform the peer average of 11.41% 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.