PEIEX Mutual Fund

NAV$12.25

Returns Overview

1 Month
+0.25%
3 Months
+11.36%
6 Months
+16.22%
YTD
+14.81%
1 Year
+32.17%
3 Years (annualized)
+16.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+5.87%
vs Peers
+8.94%

PEIEX Mutual Fund Performance

PEIEX performance across multiple time periods: 1-month 0.25%, YTD 14.81%, 1-year 32.17%, 3-year 16.30%.

PEIEX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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