PEQCX Mutual Fund

PEQCX Mutual Fund

NAV$44.45
See how much of PEQCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
+2.13%
6 Months
+11.67%
YTD
+11.35%
1 Year
+18.74%
3 Years (annualized)
+19.87%
5 Years (annualized)
+12.87%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+10.00%
vs Peers
+1.35%

PEQCX Mutual Fund Performance

PEQCX performance across multiple time periods: 1-month -2.48%, YTD 11.35%, 1-year 18.74%, 3-year 19.87%, 5-year 12.87%, 10-year 12.89%.

PEQCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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