PNEAX Mutual Fund

PNEAX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+2.13%
3 Months
-1.22%
6 Months
+7.46%
YTD
+20.57%
1 Year
+25.63%
3 Years (annualized)
+18.45%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.70%

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
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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)
+20.57%
Peer Avg (YTD)
+12.44%
vs Peers
+8.14%

PNEAX Mutual Fund Performance

PNEAX performance across multiple time periods: 1-month 2.13%, YTD 20.57%, 1-year 25.63%, 3-year 18.45%, 5-year 8.15%, 10-year 9.70%.

PNEAX returns outperform the peer average of 12.44% 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.