PEMPX Mutual Fund

PEMPX Mutual Fund

NAV$8.66
See how much of PEMPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.40%
3 Months
-3.97%
6 Months
+0.31%
YTD
-0.76%
1 Year
+2.72%
3 Years (annualized)
+10.92%
5 Years (annualized)
+2.96%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMPX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+0.32%
vs Peers
-1.08%

PEMPX Mutual Fund Performance

PEMPX performance across multiple time periods: 1-month -3.40%, YTD -0.76%, 1-year 2.72%, 3-year 10.92%, 5-year 2.96%, 10-year 3.97%.

PEMPX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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