PEFIX Mutual Fund

NAV$9.14

Returns Overview

1 Month
-6.25%
3 Months
+6.61%
6 Months
+13.52%
YTD
+12.57%
1 Year
+30.69%
3 Years (annualized)
+21.85%
5 Years (annualized)
+11.91%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFIX 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

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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)
+12.57%
Peer Avg (YTD)
+18.52%
vs Peers
-5.95%

PEFIX Mutual Fund Performance

PEFIX performance across multiple time periods: 1-month -6.25%, YTD 12.57%, 1-year 30.69%, 3-year 21.85%, 5-year 11.91%, 10-year 13.27%.

PEFIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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