PEYAX Mutual Fund

PEYAX Mutual Fund

NAV$45.23
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Returns Overview

1 Month
+4.16%
3 Months
+7.67%
6 Months
+11.11%
YTD
+13.97%
1 Year
+27.67%
3 Years (annualized)
+19.59%
5 Years (annualized)
+14.32%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEYAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+11.41%
vs Peers
+2.56%

PEYAX Mutual Fund Performance

PEYAX performance across multiple time periods: 1-month 4.16%, YTD 13.97%, 1-year 27.67%, 3-year 19.59%, 5-year 14.32%, 10-year 13.98%.

PEYAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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