PYEQX

Mutual fund

$28.60 +$0.11 (+0.39%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $24.79High $29.66

Has PYEQX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PYEQX returned +21.2%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PYEQX
+21.2%
S&P 500
+16.8%
Largest decline 
PYEQX
8.0%
S&P 500
8.9%
Risk-adjusted return 
PYEQX
1.44
S&P 500
0.99
Downside risk-adjusted return 
PYEQX
2.14
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPYEQXS&P 500
1 month +0.2% +1.5%
3 months +1.6% +1.9%
Year to date +14.5% +12.8%
1 year +21.2% +16.8%
3 years (annualized) +15.5% +22.0%

Volatility (1-year, annualized): 11.2% · Largest decline (max drawdown, since Oct 2021): 20.1%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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