PNEAX Mutual Fund

PNEAX Mutual Fund

NAV$12.03
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Returns Overview

1 Month
-3.67%
3 Months
-0.58%
6 Months
+14.95%
YTD
+18.06%
1 Year
+32.98%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.20%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNEAX 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)
+18.06%
Peer Avg (YTD)
+10.00%
vs Peers
+8.07%

PNEAX Mutual Fund Performance

PNEAX performance across multiple time periods: 1-month -3.67%, YTD 18.06%, 1-year 32.98%, 3-year 14.87%, 5-year 9.20%, 10-year 9.73%.

PNEAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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