PEQSX Mutual Fund

PEQSX Mutual Fund

NAV$45.78
See how much of PEQSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.17%
3 Months
+7.75%
6 Months
+11.27%
YTD
+14.16%
1 Year
+28.08%
3 Years (annualized)
+19.86%
5 Years (annualized)
+14.49%
10 Years (annualized)
+14.13%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+11.41%
vs Peers
+2.75%

PEQSX Mutual Fund Performance

PEQSX performance across multiple time periods: 1-month 4.17%, YTD 14.16%, 1-year 28.08%, 3-year 19.86%, 5-year 14.49%, 10-year 14.13%.

PEQSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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