PELPX Mutual Fund

PELPX Mutual Fund

NAV$5.96
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Returns Overview

1 Month
-1.66%
3 Months
-2.80%
6 Months
-0.80%
YTD
-0.64%
1 Year
+2.70%
3 Years (annualized)
+10.07%
5 Years (annualized)
+5.43%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELPX 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)
-0.64%
Peer Avg (YTD)
+1.06%
vs Peers
-1.69%

PELPX Mutual Fund Performance

PELPX performance across multiple time periods: 1-month -1.66%, YTD -0.64%, 1-year 2.70%, 3-year 10.07%, 5-year 5.43%, 10-year 3.73%.

PELPX returns trail the peer average of 1.06% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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