PEQRX Mutual Fund

PEQRX Mutual Fund

NAV$43.62
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Returns Overview

1 Month
+0.68%
3 Months
+6.27%
6 Months
+9.69%
YTD
+14.58%
1 Year
+24.38%
3 Years (annualized)
+20.48%
5 Years (annualized)
+13.42%
10 Years (annualized)
+13.46%

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
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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)
+14.58%
Peer Avg (YTD)
+12.44%
vs Peers
+2.14%

PEQRX Mutual Fund Performance

PEQRX performance across multiple time periods: 1-month 0.68%, YTD 14.58%, 1-year 24.38%, 3-year 20.48%, 5-year 13.42%, 10-year 13.46%.

PEQRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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