PESAX Mutual Fund

PESAX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
+4.67%
3 Months
+5.90%
6 Months
+11.67%
YTD
+19.41%
1 Year
+25.47%
3 Years (annualized)
+9.29%
5 Years (annualized)
+9.43%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PESAX 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
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📉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)
+19.41%
Peer Avg (YTD)
+20.11%
vs Peers
-0.70%

PESAX Mutual Fund Performance

PESAX performance across multiple time periods: 1-month 4.67%, YTD 19.41%, 1-year 25.47%, 3-year 9.29%, 5-year 9.43%, 10-year 8.61%.

PESAX returns trail the peer average of 20.11% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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