PEQIX Mutual Fund

PEQIX Mutual Fund

NAV$28.16
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Returns Overview

1 Month
-6.00%
3 Months
+0.69%
6 Months
+6.15%
YTD
+9.07%
1 Year
+14.00%
3 Years (annualized)
+14.69%
5 Years (annualized)
+8.67%
10 Years (annualized)
+9.63%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+10.00%
vs Peers
-0.93%

PEQIX Mutual Fund Performance

PEQIX performance across multiple time periods: 1-month -6.00%, YTD 9.07%, 1-year 14.00%, 3-year 14.69%, 5-year 8.67%, 10-year 9.63%.

PEQIX returns trail the peer average of 10.00% 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.