PEQUX Mutual Fund

PEQUX Mutual Fund

NAV$21.02
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Returns Overview

1 Month
+3.06%
3 Months
+3.81%
6 Months
+7.37%
YTD
+16.36%
1 Year
+29.69%
3 Years (annualized)
+20.60%
5 Years (annualized)
+9.57%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQUX 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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+16.36%
Peer Avg (YTD)
+11.21%
vs Peers
+5.15%

PEQUX Mutual Fund Performance

PEQUX performance across multiple time periods: 1-month 3.06%, YTD 16.36%, 1-year 29.69%, 3-year 20.60%, 5-year 9.57%, 10-year 10.57%.

PEQUX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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