PEFCX Mutual Fund

NAV$7.73

Returns Overview

1 Month
-6.34%
3 Months
+6.32%
6 Months
+12.93%
YTD
+11.99%
1 Year
+29.16%
3 Years (annualized)
+20.43%
5 Years (annualized)
+10.84%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+18.52%
vs Peers
-6.53%

PEFCX Mutual Fund Performance

PEFCX performance across multiple time periods: 1-month -6.34%, YTD 11.99%, 1-year 29.16%, 3-year 20.43%, 5-year 10.84%, 10-year 12.07%.

PEFCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

PEFCX performance comparison shows side-by-side returns with another fund. PEFCX alternatives are available in the Mutual Fund Screener.