PEEAX Mutual Fund

NAV$13.37

Returns Overview

1 Month
-4.09%
3 Months
+2.30%
6 Months
+3.56%
YTD
+1.60%
1 Year
+5.26%
3 Years (annualized)
+4.93%
5 Years (annualized)
+0.82%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEEAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+10.82%
vs Peers
-9.22%

PEEAX Mutual Fund Performance

PEEAX performance across multiple time periods: 1-month -4.09%, YTD 1.60%, 1-year 5.26%, 3-year 4.93%, 5-year 0.82%, 10-year 9.77%.

PEEAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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