PEUCX Mutual Fund

PEUCX Mutual Fund

NAV$43.64
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Returns Overview

1 Month
-3.58%
3 Months
-0.38%
6 Months
+7.19%
YTD
+7.97%
1 Year
+12.24%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.27%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEUCX 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)
+7.97%
Peer Avg (YTD)
+10.00%
vs Peers
-2.03%

PEUCX Mutual Fund Performance

PEUCX performance across multiple time periods: 1-month -3.58%, YTD 7.97%, 1-year 12.24%, 3-year 16.19%, 5-year 8.27%, 10-year 10.53%.

PEUCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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