PEMX ETF

$83.28

Returns Overview

1 Month
+1.85%
3 Months
+33.44%
6 Months
+40.42%
YTD
+38.14%
1 Year
+64.17%
3 Years (annualized)
+33.83%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEMX 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

This ETF (YTD)
+38.14%
Peer Avg (YTD)
+16.06%
vs Peers
+22.08%

PEMX ETF Performance

PEMX performance across multiple time periods: 1-month 1.85%, YTD 38.14%, 1-year 64.17%, 3-year 33.83%.

PEMX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

PEMX performance comparison shows side-by-side returns with another fund. PEMX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.85%N/A
3 Months+33.44%N/A
6 Months+40.42%N/A
1 Year+64.17%N/A
3 Years+33.83%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized