PEQIX Mutual Fund

PEQIX Mutual Fund

NAV$28.43
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Returns Overview

1 Month
+4.48%
3 Months
+5.96%
6 Months
+9.29%
YTD
+13.18%
1 Year
+20.79%
3 Years (annualized)
+12.49%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+11.41%
vs Peers
+1.77%

PEQIX Mutual Fund Performance

PEQIX performance across multiple time periods: 1-month 4.48%, YTD 13.18%, 1-year 20.79%, 3-year 12.49%, 5-year 8.48%, 10-year 9.46%.

PEQIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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