PEQZX Mutual Fund

PEQZX Mutual Fund

NAV$28.38
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Returns Overview

1 Month
-0.74%
3 Months
-1.58%
6 Months
+16.62%
YTD
+12.19%
1 Year
+16.44%
3 Years (annualized)
+19.16%
5 Years (annualized)
+9.06%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQZX 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
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📉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)
+12.19%
Peer Avg (YTD)
+8.68%
vs Peers
+3.51%

PEQZX Mutual Fund Performance

PEQZX performance across multiple time periods: 1-month -0.74%, YTD 12.19%, 1-year 16.44%, 3-year 19.16%, 5-year 9.06%, 10-year 13.47%.

PEQZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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