PEUCX Mutual Fund

PEUCX Mutual Fund

NAV$43.20
See how much of PEUCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.87%
3 Months
+4.85%
6 Months
+6.06%
YTD
+11.98%
1 Year
+17.75%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.27%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEUCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+12.44%
vs Peers
-0.45%

PEUCX Mutual Fund Performance

PEUCX performance across multiple time periods: 1-month 0.87%, YTD 11.98%, 1-year 17.75%, 3-year 16.19%, 5-year 8.27%, 10-year 10.53%.

PEUCX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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