PEQLX Mutual Fund

PEQLX Mutual Fund

NAV$45.79
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Returns Overview

1 Month
+4.15%
3 Months
+7.73%
6 Months
+11.22%
YTD
+14.12%
1 Year
+27.97%
3 Years (annualized)
+19.74%
5 Years (annualized)
+14.37%
10 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+11.41%
vs Peers
+2.70%

PEQLX Mutual Fund Performance

PEQLX performance across multiple time periods: 1-month 4.15%, YTD 14.12%, 1-year 27.97%, 3-year 19.74%, 5-year 14.37%, 10-year 14.07%.

PEQLX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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