PEQNX Mutual Fund

PEQNX Mutual Fund

NAV$35.69
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Returns Overview

1 Month
+2.32%
3 Months
+6.10%
6 Months
+13.99%
YTD
+20.35%
1 Year
+27.95%
3 Years (annualized)
+10.79%
5 Years (annualized)
+14.27%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQNX 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)
+20.35%
Peer Avg (YTD)
+14.25%
vs Peers
+6.10%

PEQNX Mutual Fund Performance

PEQNX performance across multiple time periods: 1-month 2.32%, YTD 20.35%, 1-year 27.95%, 3-year 10.79%, 5-year 14.27%, 10-year 9.27%.

PEQNX returns outperform the peer average of 14.25% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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