PEYAX Mutual Fund

PEYAX Mutual Fund

NAV$45.32
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Returns Overview

1 Month
+0.69%
3 Months
+6.33%
6 Months
+9.85%
YTD
+14.76%
1 Year
+24.68%
3 Years (annualized)
+20.89%
5 Years (annualized)
+13.92%
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)
+14.76%
Peer Avg (YTD)
+12.44%
vs Peers
+2.32%

PEYAX Mutual Fund Performance

PEYAX performance across multiple time periods: 1-month 0.69%, YTD 14.76%, 1-year 24.68%, 3-year 20.89%, 5-year 13.92%, 10-year 13.98%.

PEYAX returns outperform the peer average of 12.44% 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.