PEVAX Mutual Fund

PEVAX Mutual Fund

NAV$18.70
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Returns Overview

1 Month
+0.41%
3 Months
+6.35%
6 Months
+10.61%
YTD
+19.51%
1 Year
+20.34%
3 Years (annualized)
+10.83%
5 Years (annualized)
+4.87%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEVAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.51%
Peer Avg (YTD)
+15.20%
vs Peers
+4.31%

PEVAX Mutual Fund Performance

PEVAX performance across multiple time periods: 1-month 0.41%, YTD 19.51%, 1-year 20.34%, 3-year 10.83%, 5-year 4.87%, 10-year 8.14%.

PEVAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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