PEVAX Mutual Fund

PEVAX Mutual Fund

NAV$19.84
See how much of PEVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.77%
3 Months
+6.90%
6 Months
+12.44%
YTD
+19.02%
1 Year
+26.69%
3 Years (annualized)
+10.92%
5 Years (annualized)
+5.06%
10 Years (annualized)
+8.33%

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
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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.02%
Peer Avg (YTD)
+15.31%
vs Peers
+3.71%

PEVAX Mutual Fund Performance

PEVAX performance across multiple time periods: 1-month 0.77%, YTD 19.02%, 1-year 26.69%, 3-year 10.92%, 5-year 5.06%, 10-year 8.33%.

PEVAX returns outperform the peer average of 15.31% 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.