PEQYX Mutual Fund

NAV$21.56

Returns Overview

1 Month
-1.69%
3 Months
+4.31%
6 Months
+5.27%
YTD
+8.45%
1 Year
+27.37%
3 Years (annualized)
+20.21%
5 Years (annualized)
+9.71%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEQYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.51%
vs Peers
-1.06%

PEQYX Mutual Fund Performance

PEQYX performance across multiple time periods: 1-month -1.69%, YTD 8.45%, 1-year 27.37%, 3-year 20.21%, 5-year 9.71%, 10-year 11.18%.

PEQYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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