PEQIX Mutual Fund

NAV$28.25

Returns Overview

1 Month
-0.44%
3 Months
+5.42%
6 Months
+9.25%
YTD
+8.32%
1 Year
+16.17%
3 Years (annualized)
+11.91%
5 Years (annualized)
+6.11%
10 Years (annualized)
+10.52%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+9.49%
vs Peers
-1.17%

PEQIX Mutual Fund Performance

PEQIX performance across multiple time periods: 1-month -0.44%, YTD 8.32%, 1-year 16.17%, 3-year 11.91%, 5-year 6.11%, 10-year 10.52%.

PEQIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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