PEFFX Mutual Fund

PEFFX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
-2.41%
3 Months
+6.24%
6 Months
+13.14%
YTD
+19.39%
1 Year
+30.09%
3 Years (annualized)
+23.09%
5 Years (annualized)
+13.43%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFFX 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
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+19.39%
Peer Avg (YTD)
+10.34%
vs Peers
+9.05%

PEFFX Mutual Fund Performance

PEFFX performance across multiple time periods: 1-month -2.41%, YTD 19.39%, 1-year 30.09%, 3-year 23.09%, 5-year 13.43%, 10-year 12.71%.

PEFFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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