PELBX Mutual Fund

NAV$6.31

Returns Overview

1 Month
+0.71%
3 Months
+4.74%
6 Months
+1.98%
YTD
+1.98%
1 Year
+9.98%
3 Years (annualized)
+9.56%
5 Years (annualized)
+5.13%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELBX 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
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+3.07%
vs Peers
-1.09%

PELBX Mutual Fund Performance

PELBX performance across multiple time periods: 1-month 0.71%, YTD 1.98%, 1-year 9.98%, 3-year 9.56%, 5-year 5.13%, 10-year 4.38%.

PELBX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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