PEGCX Mutual Fund

NAV$18.15

Returns Overview

1 Month
-3.46%
3 Months
+2.48%
6 Months
+3.18%
YTD
+1.34%
1 Year
+4.27%
3 Years (annualized)
+4.31%
5 Years (annualized)
+0.10%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGCX 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)
+1.34%
Peer Avg (YTD)
+10.82%
vs Peers
-9.48%

PEGCX Mutual Fund Performance

PEGCX performance across multiple time periods: 1-month -3.46%, YTD 1.34%, 1-year 4.27%, 3-year 4.31%, 5-year 0.10%, 10-year 9.00%.

PEGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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