PEMPX Mutual Fund

NAV$8.93

Returns Overview

1 Month
-1.87%
3 Months
-1.54%
6 Months
-2.40%
YTD
-1.87%
1 Year
+12.26%
3 Years (annualized)
+11.27%
5 Years (annualized)
+3.41%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMPX 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
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
+3.07%
vs Peers
-4.94%

PEMPX Mutual Fund Performance

PEMPX performance across multiple time periods: 1-month -1.87%, YTD -1.87%, 1-year 12.26%, 3-year 11.27%, 5-year 3.41%, 10-year 4.44%.

PEMPX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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