PEIIX Mutual Fund

PEIIX Mutual Fund

NAV$45.52
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Returns Overview

1 Month
-3.50%
3 Months
-0.11%
6 Months
+7.78%
YTD
+8.87%
1 Year
+13.48%
3 Years (annualized)
+17.50%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+10.00%
vs Peers
-1.13%

PEIIX Mutual Fund Performance

PEIIX performance across multiple time periods: 1-month -3.50%, YTD 8.87%, 1-year 13.48%, 3-year 17.50%, 5-year 9.48%, 10-year 11.76%.

PEIIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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