PEFPX Mutual Fund

PEFPX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-2.37%
3 Months
+6.27%
6 Months
+13.35%
YTD
+19.72%
1 Year
+30.48%
3 Years (annualized)
+23.45%
5 Years (annualized)
+13.72%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFPX 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)
+19.72%
Peer Avg (YTD)
+10.34%
vs Peers
+9.38%

PEFPX Mutual Fund Performance

PEFPX performance across multiple time periods: 1-month -2.37%, YTD 19.72%, 1-year 30.48%, 3-year 23.45%, 5-year 13.72%, 10-year 13.04%.

PEFPX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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