PECAX Mutual Fund

NAV$16.18

Returns Overview

1 Month
+4.00%
3 Months
+14.50%
6 Months
+11.89%
YTD
+11.29%
1 Year
+10.64%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.72%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PECAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+10.82%
vs Peers
+0.47%

PECAX Mutual Fund Performance

PECAX performance across multiple time periods: 1-month 4.00%, YTD 11.29%, 1-year 10.64%, 3-year 8.00%, 5-year 3.72%, 10-year 7.54%.

PECAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

PECAX performance comparison shows side-by-side returns with another fund. PECAX alternatives are available in the Mutual Fund Screener.