PEGBX Mutual Fund

PEGBX Mutual Fund

NAV$8.98
See how much of PEGBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.66%
3 Months
-4.68%
6 Months
-3.23%
YTD
-4.15%
1 Year
-2.85%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+0.50%
vs Peers
-4.65%

PEGBX Mutual Fund Performance

PEGBX performance across multiple time periods: 1-month -3.66%, YTD -4.15%, 1-year -2.85%, 3-year 4.73%, 5-year 1.38%.

PEGBX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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