PYEQX Mutual Fund

PYEQX Mutual Fund

NAV$29.36
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Returns Overview

1 Month
+4.48%
3 Months
+6.02%
6 Months
+9.41%
YTD
+14.32%
1 Year
+21.01%
3 Years (annualized)
+12.73%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.71%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+11.41%
vs Peers
+2.91%

PYEQX Mutual Fund Performance

PYEQX performance across multiple time periods: 1-month 4.48%, YTD 14.32%, 1-year 21.01%, 3-year 12.73%, 5-year 8.70%, 10-year 9.71%.

PYEQX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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