PEQKX Mutual Fund

PEQKX Mutual Fund

NAV$27.10
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Returns Overview

1 Month
-6.00%
3 Months
+0.75%
6 Months
+6.30%
YTD
+9.28%
1 Year
+14.34%
3 Years (annualized)
+15.05%
5 Years (annualized)
+9.03%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQKX 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)
+9.28%
Peer Avg (YTD)
+10.00%
vs Peers
-0.72%

PEQKX Mutual Fund Performance

PEQKX performance across multiple time periods: 1-month -6.00%, YTD 9.28%, 1-year 14.34%, 3-year 15.05%, 5-year 9.03%, 10-year 10.01%.

PEQKX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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