PEQRX Mutual Fund

PEQRX Mutual Fund

NAV$45.87
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Returns Overview

1 Month
+4.70%
3 Months
+2.83%
6 Months
+10.65%
YTD
+17.03%
1 Year
+23.67%
3 Years (annualized)
+23.43%
5 Years (annualized)
+13.58%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQRX 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)
+17.03%
Peer Avg (YTD)
+20.32%
vs Peers
-3.30%

PEQRX Mutual Fund Performance

PEQRX performance across multiple time periods: 1-month 4.70%, YTD 17.03%, 1-year 23.67%, 3-year 23.43%, 5-year 13.58%, 10-year 14.09%.

PEQRX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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