PYEQX Mutual Fund

PYEQX Mutual Fund

NAV$27.94
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Returns Overview

1 Month
-6.00%
3 Months
+0.71%
6 Months
+6.26%
YTD
+9.21%
1 Year
+14.22%
3 Years (annualized)
+14.93%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYEQX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+10.00%
vs Peers
-0.79%

PYEQX Mutual Fund Performance

PYEQX performance across multiple time periods: 1-month -6.00%, YTD 9.21%, 1-year 14.22%, 3-year 14.93%, 5-year 8.90%, 10-year 9.89%.

PYEQX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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