PEQUX Mutual Fund

NAV$21.22

Returns Overview

1 Month
+2.55%
3 Months
+16.28%
6 Months
+14.96%
YTD
+13.30%
1 Year
+27.13%
3 Years (annualized)
+19.92%
5 Years (annualized)
+9.44%
10 Years (annualized)
+10.91%

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
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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+9.51%
vs Peers
+3.80%

PEQUX Mutual Fund Performance

PEQUX performance across multiple time periods: 1-month 2.55%, YTD 13.30%, 1-year 27.13%, 3-year 19.92%, 5-year 9.44%, 10-year 10.91%.

PEQUX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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