PNEAX Mutual Fund

PNEAX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+1.93%
3 Months
+15.63%
6 Months
+19.71%
YTD
+18.75%
1 Year
+41.71%
3 Years (annualized)
+18.31%
5 Years (annualized)
+11.31%
10 Years (annualized)
+12.73%

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)
+18.75%
Peer Avg (YTD)
+9.49%
vs Peers
+9.26%

PNEAX Mutual Fund Performance

PNEAX performance across multiple time periods: 1-month 1.93%, YTD 18.75%, 1-year 41.71%, 3-year 18.31%, 5-year 11.31%, 10-year 12.73%.

PNEAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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