PEQYX Mutual Fund

PEQYX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
-2.45%
3 Months
-1.15%
6 Months
+14.96%
YTD
+12.07%
1 Year
+20.06%
3 Years (annualized)
+20.90%
5 Years (annualized)
+9.85%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQYX 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)
+12.07%
Peer Avg (YTD)
+9.98%
vs Peers
+2.09%

PEQYX Mutual Fund Performance

PEQYX performance across multiple time periods: 1-month -2.45%, YTD 12.07%, 1-year 20.06%, 3-year 20.90%, 5-year 9.85%, 10-year 10.85%.

PEQYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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