PEVAX Mutual Fund

PEVAX Mutual Fund

NAV$18.76
See how much of PEVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.71%
3 Months
-4.59%
6 Months
+10.13%
YTD
+11.26%
1 Year
+15.03%
3 Years (annualized)
+10.83%
5 Years (annualized)
+4.87%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEVAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+10.34%
vs Peers
+0.92%

PEVAX Mutual Fund Performance

PEVAX performance across multiple time periods: 1-month -5.71%, YTD 11.26%, 1-year 15.03%, 3-year 10.83%, 5-year 4.87%, 10-year 8.14%.

PEVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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