PEQSX Mutual Fund

NAV$45.65

Returns Overview

1 Month
+1.43%
3 Months
+9.62%
6 Months
+10.52%
YTD
+9.60%
1 Year
+24.25%
3 Years (annualized)
+19.59%
5 Years (annualized)
+13.74%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQSX 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)
+9.60%
Peer Avg (YTD)
+9.49%
vs Peers
+0.11%

PEQSX Mutual Fund Performance

PEQSX performance across multiple time periods: 1-month 1.43%, YTD 9.60%, 1-year 24.25%, 3-year 19.59%, 5-year 13.74%, 10-year 14.06%.

PEQSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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