PEYAX Mutual Fund

PEYAX Mutual Fund

NAV$46.48
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Returns Overview

1 Month
+4.72%
3 Months
+2.87%
6 Months
+10.77%
YTD
+17.25%
1 Year
+23.95%
3 Years (annualized)
+23.73%
5 Years (annualized)
+13.87%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEYAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+14.61%
vs Peers
+2.63%

PEYAX Mutual Fund Performance

PEYAX performance across multiple time periods: 1-month 4.72%, YTD 17.25%, 1-year 23.95%, 3-year 23.73%, 5-year 13.87%, 10-year 14.41%.

PEYAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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