PEQZX Mutual Fund

PEQZX Mutual Fund

NAV$27.97
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Returns Overview

1 Month
-2.38%
3 Months
+4.19%
6 Months
+9.61%
YTD
+11.27%
1 Year
+21.83%
3 Years (annualized)
+17.62%
5 Years (annualized)
+9.43%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+6.23%
vs Peers
+5.04%

PEQZX Mutual Fund Performance

PEQZX performance across multiple time periods: 1-month -2.38%, YTD 11.27%, 1-year 21.83%, 3-year 17.62%, 5-year 9.43%, 10-year 13.36%.

PEQZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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