PEQKX Mutual Fund

PEQKX Mutual Fund

NAV$28.34
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Returns Overview

1 Month
-0.41%
3 Months
+5.51%
6 Months
+9.44%
YTD
+8.47%
1 Year
+16.52%
3 Years (annualized)
+12.26%
5 Years (annualized)
+6.46%
10 Years (annualized)
+10.90%

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)
+8.47%
Peer Avg (YTD)
+9.49%
vs Peers
-1.02%

PEQKX Mutual Fund Performance

PEQKX performance across multiple time periods: 1-month -0.41%, YTD 8.47%, 1-year 16.52%, 3-year 12.26%, 5-year 6.46%, 10-year 10.90%.

PEQKX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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