PEGGX Mutual Fund

PEGGX Mutual Fund

NAV$20.96
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Returns Overview

1 Month
+1.56%
3 Months
-2.80%
6 Months
+12.85%
YTD
+3.12%
1 Year
-1.04%
3 Years (annualized)
+4.44%
5 Years (annualized)
-0.38%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGGX 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)
+3.12%
Peer Avg (YTD)
+6.72%
vs Peers
-3.60%

PEGGX Mutual Fund Performance

PEGGX performance across multiple time periods: 1-month 1.56%, YTD 3.12%, 1-year -1.04%, 3-year 4.44%, 5-year -0.38%, 10-year 9.65%.

PEGGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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