PEQKX Mutual Fund

PEQKX Mutual Fund

NAV$28.65
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Returns Overview

1 Month
+4.51%
3 Months
+6.05%
6 Months
+9.44%
YTD
+14.37%
1 Year
+21.15%
3 Years (annualized)
+12.84%
5 Years (annualized)
+8.83%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQKX 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)
+14.37%
Peer Avg (YTD)
+11.41%
vs Peers
+2.96%

PEQKX Mutual Fund Performance

PEQKX performance across multiple time periods: 1-month 4.51%, YTD 14.37%, 1-year 21.15%, 3-year 12.84%, 5-year 8.83%, 10-year 9.84%.

PEQKX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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