PEFFX Mutual Fund

NAV$8.68

Returns Overview

1 Month
-6.31%
3 Months
+6.50%
6 Months
+13.23%
YTD
+12.38%
1 Year
+30.28%
3 Years (annualized)
+21.30%
5 Years (annualized)
+11.50%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+18.52%
vs Peers
-6.14%

PEFFX Mutual Fund Performance

PEFFX performance across multiple time periods: 1-month -6.31%, YTD 12.38%, 1-year 30.28%, 3-year 21.30%, 5-year 11.50%, 10-year 12.81%.

PEFFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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