PEDPX Mutual Fund

PEDPX Mutual Fund

NAV$10.84
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Returns Overview

1 Month
-8.36%
3 Months
-14.19%
6 Months
-12.91%
YTD
-12.75%
1 Year
-14.82%
3 Years (annualized)
-3.53%
5 Years (annualized)
-11.92%
10 Years (annualized)
-4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDPX 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
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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
FTSE STRIPS Index 20+ Year Sub-Index(^FS20Y)
This Mutual Fund (YTD)
-12.75%
Peer Avg (YTD)
+0.50%
vs Peers
-13.25%

PEDPX Mutual Fund Performance

PEDPX performance across multiple time periods: 1-month -8.36%, YTD -12.75%, 1-year -14.82%, 3-year -3.53%, 5-year -11.92%, 10-year -4.22%.

PEDPX returns trail the peer average of 0.50% YTD. With an expense ratio of 5.47%, investors should weigh costs against performance when evaluating this mutual fund.

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