PESPX Mutual Fund

PESPX Mutual Fund

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Returns Overview

1 Month
-2.38%
3 Months
+3.46%
6 Months
+9.80%
YTD
+14.20%
1 Year
+20.34%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.94%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PESPX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+9.54%
vs Peers
+4.66%

PESPX Mutual Fund Performance

PESPX performance across multiple time periods: 1-month -2.38%, YTD 14.20%, 1-year 20.34%, 3-year 12.41%, 5-year 7.94%, 10-year 10.37%.

PESPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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