PEFPX Mutual Fund

NAV$9.04

Returns Overview

1 Month
+3.20%
3 Months
-4.24%
6 Months
+1.23%
YTD
+8.65%
1 Year
+30.64%
3 Years (annualized)
+21.67%
5 Years (annualized)
+11.78%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+18.52%
vs Peers
-9.87%

PEFPX Mutual Fund Performance

PEFPX performance across multiple time periods: 1-month 3.20%, YTD 8.65%, 1-year 30.64%, 3-year 21.67%, 5-year 11.78%, 10-year 13.15%.

PEFPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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