PEIOX Mutual Fund

PEIOX Mutual Fund

NAV$46.95
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Returns Overview

1 Month
+4.20%
3 Months
+1.39%
6 Months
+4.32%
YTD
+12.94%
1 Year
+18.04%
3 Years (annualized)
+19.92%
5 Years (annualized)
+8.75%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIOX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+20.32%
vs Peers
-7.38%

PEIOX Mutual Fund Performance

PEIOX performance across multiple time periods: 1-month 4.20%, YTD 12.94%, 1-year 18.04%, 3-year 19.92%, 5-year 8.75%, 10-year 11.42%.

PEIOX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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