PEX ETF

PEX ETF
$24.23
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Returns Overview

1 Month
+4.57%
3 Months
+0.41%
6 Months
-7.32%
YTD
-7.32%
1 Year
-10.76%
3 Years (annualized)
+4.05%
5 Years (annualized)
-1.05%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEX 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
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🏦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
LPX Direct ListedPrivate Equity Index
This ETF (YTD)
-7.32%
Peer Avg (YTD)
+10.67%
vs Peers
-17.99%

PEX ETF Performance

PEX performance across multiple time periods: 1-month 4.57%, YTD -7.32%, 1-year -10.76%, 3-year 4.05%, 5-year -1.05%, 10-year 4.34%.

PEX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.95%, investors should weigh costs against performance when evaluating this ETF.

PEX vs another fund shows side-by-side returns. PEX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.57%N/A
3 Months+0.41%N/A
6 Months-7.32%N/A
1 Year-10.76%N/A
3 Years+4.05%N/A
5 Years-1.05%N/A

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