PEGEX Mutual Fund

NAV$19.81

Returns Overview

1 Month
-3.41%
3 Months
+2.70%
6 Months
+3.66%
YTD
+1.90%
1 Year
+5.30%
3 Years (annualized)
+8.01%
5 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGEX 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)
+1.90%
Peer Avg (YTD)
+10.82%
vs Peers
-8.91%

PEGEX Mutual Fund Performance

PEGEX performance across multiple time periods: 1-month -3.41%, YTD 1.90%, 1-year 5.30%, 3-year 8.01%, 5-year 7.16%.

PEGEX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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