PEX ETF

$21.60
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Returns Overview

1 Month
-7.86%
3 Months
-10.16%
6 Months
-15.55%
YTD
-7.86%
1 Year
-14.66%
3 Years
+4.21%
5 Years
+1.94%
10 Years
+5.72%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEX 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

-7.86%

3 Months Performance

-10.16%

6 Months Performance

-15.55%

1 Year Performance

-14.66%

Benchmark & Peers

Benchmark
LPX Direct ListedPrivate Equity Index(NA)
This ETF (YTD)
-7.86%
Peer Avg (YTD)
+2.40%
vs Peers
-10.26%

PEX ETF Performance

PEX performance across multiple time periods: 1-month -7.86%, YTD -7.86%, 1-year -14.66%, 3-year 4.21%, 5-year 1.94%, 10-year 5.72%.

PEX returns trail the peer average of 2.40% YTD. With an expense ratio of 2.95%, investors should weigh costs against performance when evaluating this ETF.

PEX performance comparison shows side-by-side returns with another fund. PEX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.86%N/A
3 Months-10.16%N/A
6 Months-15.55%N/A
1 Year-14.66%N/A
3 Years+4.21%N/A
5 Years+1.94%N/A

All returns shown are total returns, not annualized