PELNX Mutual Fund

PELNX Mutual Fund

NAV$6.17
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Returns Overview

1 Month
-2.15%
3 Months
-0.89%
6 Months
+3.78%
YTD
+1.00%
1 Year
+5.22%
3 Years (annualized)
+9.97%
5 Years (annualized)
+5.17%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELNX 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
PROUpgrade to run
🏦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
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+0.32%
vs Peers
+0.69%

PELNX Mutual Fund Performance

PELNX performance across multiple time periods: 1-month -2.15%, YTD 1.00%, 1-year 5.22%, 3-year 9.97%, 5-year 5.17%, 10-year 4.21%.

PELNX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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