PIEQX Mutual Fund

NAV$22.47

Returns Overview

1 Month
+2.32%
3 Months
+5.34%
6 Months
+7.05%
YTD
+11.35%
1 Year
+20.01%
3 Years (annualized)
+16.31%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIEQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+9.13%
vs Peers
+2.22%

PIEQX Mutual Fund Performance

PIEQX performance across multiple time periods: 1-month 2.32%, YTD 11.35%, 1-year 20.01%, 3-year 16.31%, 5-year 8.99%, 10-year 9.34%.

PIEQX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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