PNECX Mutual Fund

PNECX Mutual Fund

NAV$12.93
See how much of PNECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.74%
3 Months
+8.60%
6 Months
+17.80%
YTD
+22.55%
1 Year
+30.71%
3 Years (annualized)
+12.57%
5 Years (annualized)
+8.68%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.55%
Peer Avg (YTD)
+11.41%
vs Peers
+11.14%

PNECX Mutual Fund Performance

PNECX performance across multiple time periods: 1-month 2.74%, YTD 22.55%, 1-year 30.71%, 3-year 12.57%, 5-year 8.68%, 10-year 9.84%.

PNECX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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