PEGZX Mutual Fund

NAV$19.90

Returns Overview

1 Month
-4.10%
3 Months
+2.37%
6 Months
+3.70%
YTD
+1.79%
1 Year
+5.63%
3 Years (annualized)
+8.38%
5 Years (annualized)
+7.57%
10 Years (annualized)
+23.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEGZX 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)
+1.79%
Peer Avg (YTD)
+10.82%
vs Peers
-9.03%

PEGZX Mutual Fund Performance

PEGZX performance across multiple time periods: 1-month -4.10%, YTD 1.79%, 1-year 5.63%, 3-year 8.38%, 5-year 7.57%, 10-year 23.39%.

PEGZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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