PEQUX Mutual Fund

PEQUX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-2.46%
3 Months
-1.27%
6 Months
+14.80%
YTD
+11.87%
1 Year
+19.77%
3 Years (annualized)
+20.60%
5 Years (annualized)
+9.57%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQUX 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 ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+9.98%
vs Peers
+1.88%

PEQUX Mutual Fund Performance

PEQUX performance across multiple time periods: 1-month -2.46%, YTD 11.87%, 1-year 19.77%, 3-year 20.60%, 5-year 9.57%, 10-year 10.57%.

PEQUX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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