PEQCX Mutual Fund

PEQCX Mutual Fund

NAV$45.52
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Returns Overview

1 Month
+4.65%
3 Months
+2.70%
6 Months
+10.38%
YTD
+16.53%
1 Year
+23.04%
3 Years (annualized)
+22.81%
5 Years (annualized)
+13.01%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQCX 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)
+16.53%
Peer Avg (YTD)
+20.32%
vs Peers
-3.79%

PEQCX Mutual Fund Performance

PEQCX performance across multiple time periods: 1-month 4.65%, YTD 16.53%, 1-year 23.04%, 3-year 22.81%, 5-year 13.01%, 10-year 13.55%.

PEQCX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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