PEIRX Mutual Fund

PEIRX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-3.40%
3 Months
-1.59%
6 Months
+10.09%
YTD
+10.58%
1 Year
+12.97%
3 Years (annualized)
+17.19%
5 Years (annualized)
+5.13%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIRX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+9.29%
vs Peers
+1.29%

PEIRX Mutual Fund Performance

PEIRX performance across multiple time periods: 1-month -3.40%, YTD 10.58%, 1-year 12.97%, 3-year 17.19%, 5-year 5.13%, 10-year 9.35%.

PEIRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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