PEQLX Mutual Fund

PEQLX Mutual Fund

NAV$45.49
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Returns Overview

1 Month
-2.43%
3 Months
+2.36%
6 Months
+12.22%
YTD
+12.16%
1 Year
+19.89%
3 Years (annualized)
+21.06%
5 Years (annualized)
+13.99%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQLX 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)
+12.16%
Peer Avg (YTD)
+10.00%
vs Peers
+2.17%

PEQLX Mutual Fund Performance

PEQLX performance across multiple time periods: 1-month -2.43%, YTD 12.16%, 1-year 19.89%, 3-year 21.06%, 5-year 13.99%, 10-year 14.09%.

PEQLX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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