PELAX Mutual Fund

PELAX Mutual Fund

NAV$5.96
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Returns Overview

1 Month
-1.69%
3 Months
-2.87%
6 Months
-0.95%
YTD
-0.88%
1 Year
+2.39%
3 Years (annualized)
+9.74%
5 Years (annualized)
+5.11%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+1.06%
vs Peers
-1.94%

PELAX Mutual Fund Performance

PELAX performance across multiple time periods: 1-month -1.69%, YTD -0.88%, 1-year 2.39%, 3-year 9.74%, 5-year 5.11%, 10-year 3.42%.

PELAX returns trail the peer average of 1.06% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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