PEGCX Mutual Fund

PEGCX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
+1.44%
3 Months
-3.07%
6 Months
+12.19%
YTD
+2.23%
1 Year
-2.16%
3 Years (annualized)
+4.27%
5 Years (annualized)
-0.91%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGCX 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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+6.72%
vs Peers
-4.49%

PEGCX Mutual Fund Performance

PEGCX performance across multiple time periods: 1-month 1.44%, YTD 2.23%, 1-year -2.16%, 3-year 4.27%, 5-year -0.91%, 10-year 8.67%.

PEGCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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