PEQCX Mutual Fund

NAV$44.70
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Returns Overview

1 Month
+1.34%
3 Months
+9.34%
6 Months
+9.93%
YTD
+9.03%
1 Year
+22.95%
3 Years (annualized)
+18.30%
5 Years (annualized)
+12.51%
10 Years (annualized)
+12.80%

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
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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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+9.49%
vs Peers
-0.46%

PEQCX Mutual Fund Performance

PEQCX performance across multiple time periods: 1-month 1.34%, YTD 9.03%, 1-year 22.95%, 3-year 18.30%, 5-year 12.51%, 10-year 12.80%.

PEQCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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