PEMQX Mutual Fund

PEMQX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
-0.34%
3 Months
-3.53%
6 Months
+18.66%
YTD
+20.91%
1 Year
+29.39%
3 Years (annualized)
+26.78%
5 Years (annualized)
+8.13%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMQX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+20.91%
Peer Avg (YTD)
+20.48%
vs Peers
+0.43%

PEMQX Mutual Fund Performance

PEMQX performance across multiple time periods: 1-month -0.34%, YTD 20.91%, 1-year 29.39%, 3-year 26.78%, 5-year 8.13%, 10-year 11.01%.

PEMQX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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