PEQSX Mutual Fund

PEQSX Mutual Fund

NAV$44.97
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Returns Overview

1 Month
+0.73%
3 Months
+6.43%
6 Months
+10.03%
YTD
+15.00%
1 Year
+25.11%
3 Years (annualized)
+21.29%
5 Years (annualized)
+14.31%
10 Years (annualized)
+14.32%

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
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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)
+15.00%
Peer Avg (YTD)
+12.44%
vs Peers
+2.56%

PEQSX Mutual Fund Performance

PEQSX performance across multiple time periods: 1-month 0.73%, YTD 15.00%, 1-year 25.11%, 3-year 21.29%, 5-year 14.31%, 10-year 14.32%.

PEQSX returns outperform the peer average of 12.44% 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.