PEMZX Mutual Fund

PEMZX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
-0.43%
3 Months
-3.80%
6 Months
+17.94%
YTD
+19.95%
1 Year
+27.90%
3 Years (annualized)
+25.32%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMZX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+19.95%
Peer Avg (YTD)
+20.48%
vs Peers
-0.53%

PEMZX Mutual Fund Performance

PEMZX performance across multiple time periods: 1-month -0.43%, YTD 19.95%, 1-year 27.90%, 3-year 25.32%, 5-year 8.03%, 10-year 10.69%.

PEMZX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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