PNECX Mutual Fund

NAV$12.86

Returns Overview

1 Month
+1.89%
3 Months
+15.33%
6 Months
+19.28%
YTD
+18.26%
1 Year
+40.18%
3 Years (annualized)
+17.34%
5 Years (annualized)
+10.43%
10 Years (annualized)
+9.81%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.26%
Peer Avg (YTD)
+9.49%
vs Peers
+8.77%

PNECX Mutual Fund Performance

PNECX performance across multiple time periods: 1-month 1.89%, YTD 18.26%, 1-year 40.18%, 3-year 17.34%, 5-year 10.43%, 10-year 9.81%.

PNECX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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