PESPX Mutual Fund

NAV$31.53

Returns Overview

1 Month
+3.54%
3 Months
+14.27%
6 Months
+16.98%
YTD
+15.44%
1 Year
+25.19%
3 Years (annualized)
+11.02%
5 Years (annualized)
+6.03%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PESPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+10.82%
vs Peers
+4.63%

PESPX Mutual Fund Performance

PESPX performance across multiple time periods: 1-month 3.54%, YTD 15.44%, 1-year 25.19%, 3-year 11.02%, 5-year 6.03%, 10-year 9.36%.

PESPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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