PEBNX Mutual Fund

PEBNX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
+1.02%
3 Months
-1.62%
6 Months
-1.36%
YTD
+0.21%
1 Year
+1.32%
3 Years (annualized)
+11.29%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEBNX 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
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.60%
vs Peers
-0.39%

PEBNX Mutual Fund Performance

PEBNX performance across multiple time periods: 1-month 1.02%, YTD 0.21%, 1-year 1.32%, 3-year 11.29%, 5-year 2.95%, 10-year 3.68%.

PEBNX returns trail the peer average of 0.60% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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