PEGQX Mutual Fund

PEGQX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+2.18%
3 Months
-1.14%
6 Months
-1.53%
YTD
-1.33%
1 Year
-0.67%
3 Years (annualized)
+6.19%
5 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGQX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.33%
Peer Avg (YTD)
+2.28%
vs Peers
-3.61%

PEGQX Mutual Fund Performance

PEGQX performance across multiple time periods: 1-month 2.18%, YTD -1.33%, 1-year -0.67%, 3-year 6.19%, 5-year 2.13%.

PEGQX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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