PEYAX Mutual Fund

PEYAX Mutual Fund

NAV$45.61
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Returns Overview

1 Month
+1.38%
3 Months
+9.53%
6 Months
+10.34%
YTD
+9.42%
1 Year
+23.87%
3 Years (annualized)
+19.18%
5 Years (annualized)
+13.36%
10 Years (annualized)
+13.66%

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
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📉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)
+9.42%
Peer Avg (YTD)
+9.49%
vs Peers
-0.07%

PEYAX Mutual Fund Performance

PEYAX performance across multiple time periods: 1-month 1.38%, YTD 9.42%, 1-year 23.87%, 3-year 19.18%, 5-year 13.36%, 10-year 13.66%.

PEYAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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