PEIZX Mutual Fund

PEIZX Mutual Fund

NAV$28.04
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Returns Overview

1 Month
-0.36%
3 Months
+4.61%
6 Months
+10.94%
YTD
+17.78%
1 Year
+25.35%
3 Years (annualized)
+20.78%
5 Years (annualized)
+12.73%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.78%
Peer Avg (YTD)
+12.44%
vs Peers
+5.34%

PEIZX Mutual Fund Performance

PEIZX performance across multiple time periods: 1-month -0.36%, YTD 17.78%, 1-year 25.35%, 3-year 20.78%, 5-year 12.73%, 10-year 12.56%.

PEIZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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