PEQYX Mutual Fund

PEQYX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-1.73%
3 Months
+6.29%
6 Months
+7.73%
YTD
+13.07%
1 Year
+29.69%
3 Years (annualized)
+18.28%
5 Years (annualized)
+9.47%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQYX 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)
+13.07%
Peer Avg (YTD)
+9.41%
vs Peers
+3.66%

PEQYX Mutual Fund Performance

PEQYX performance across multiple time periods: 1-month -1.73%, YTD 13.07%, 1-year 29.69%, 3-year 18.28%, 5-year 9.47%, 10-year 10.55%.

PEQYX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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