PYEQX Mutual Fund

NAV$29.21
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Returns Overview

1 Month
-0.39%
3 Months
+5.51%
6 Months
+9.42%
YTD
+8.44%
1 Year
+16.41%
3 Years (annualized)
+12.15%
5 Years (annualized)
+6.36%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYEQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+9.49%
vs Peers
-1.05%

PYEQX Mutual Fund Performance

PYEQX performance across multiple time periods: 1-month -0.39%, YTD 8.44%, 1-year 16.41%, 3-year 12.15%, 5-year 6.36%, 10-year 10.76%.

PYEQX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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