PESPX Mutual Fund

PESPX Mutual Fund

NAV$30.04
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Returns Overview

1 Month
-4.25%
3 Months
-6.43%
6 Months
+6.92%
YTD
+8.01%
1 Year
+11.12%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.33%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PESPX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+6.73%
vs Peers
+1.29%

PESPX Mutual Fund Performance

PESPX performance across multiple time periods: 1-month -4.25%, YTD 8.01%, 1-year 11.12%, 3-year 13.18%, 5-year 7.33%, 10-year 10.22%.

PESPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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