PEPFX Mutual Fund

NAV$13.12

Returns Overview

1 Month
+2.66%
3 Months
-2.81%
6 Months
+2.26%
YTD
+10.25%
1 Year
+21.25%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEPFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+10.25%
Peer Avg (YTD)
+23.08%
vs Peers
-12.82%

PEPFX Mutual Fund Performance

PEPFX performance across multiple time periods: 1-month 2.66%, YTD 10.25%, 1-year 21.25%, 3-year 17.67%, 5-year 9.17%, 10-year 10.59%.

PEPFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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