PEGEX Mutual Fund

PEGEX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
+1.52%
3 Months
-2.91%
6 Months
+12.67%
YTD
+2.93%
1 Year
-1.27%
3 Years (annualized)
+5.26%
5 Years (annualized)
-0.02%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGEX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+6.72%
vs Peers
-3.79%

PEGEX Mutual Fund Performance

PEGEX performance across multiple time periods: 1-month 1.52%, YTD 2.93%, 1-year -1.27%, 3-year 5.26%, 5-year -0.02%, 10-year 9.38%.

PEGEX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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