PNECX Mutual Fund

PNECX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
-3.80%
3 Months
-0.77%
6 Months
+14.44%
YTD
+17.34%
1 Year
+31.49%
3 Years (annualized)
+14.07%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNECX 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)
+17.34%
Peer Avg (YTD)
+10.00%
vs Peers
+7.35%

PNECX Mutual Fund Performance

PNECX performance across multiple time periods: 1-month -3.80%, YTD 17.34%, 1-year 31.49%, 3-year 14.07%, 5-year 8.43%, 10-year 8.94%.

PNECX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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