PEQRX Mutual Fund

NAV$45.02

Returns Overview

1 Month
+1.38%
3 Months
+9.47%
6 Months
+10.20%
YTD
+9.30%
1 Year
+23.55%
3 Years (annualized)
+18.90%
5 Years (annualized)
+13.08%
10 Years (annualized)
+13.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+9.49%
vs Peers
-0.19%

PEQRX Mutual Fund Performance

PEQRX performance across multiple time periods: 1-month 1.38%, YTD 9.30%, 1-year 23.55%, 3-year 18.90%, 5-year 13.08%, 10-year 13.37%.

PEQRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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