PEFIX Mutual Fund

PEFIX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-2.32%
3 Months
+6.36%
6 Months
+13.39%
YTD
+19.73%
1 Year
+30.73%
3 Years (annualized)
+23.59%
5 Years (annualized)
+13.85%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+10.34%
vs Peers
+9.38%

PEFIX Mutual Fund Performance

PEFIX performance across multiple time periods: 1-month -2.32%, YTD 19.73%, 1-year 30.73%, 3-year 23.59%, 5-year 13.85%, 10-year 13.17%.

PEFIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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