PEX ETF

PEX ETF
$22.11
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Returns Overview

1 Month
+6.27%
3 Months
+9.67%
6 Months
+6.89%
YTD
-1.51%
1 Year
-5.90%
3 Years (annualized)
+5.37%
5 Years (annualized)
-0.10%
10 Years (annualized)
+4.84%

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)
-1.51%
Peer Avg (YTD)
+11.10%
vs Peers
-12.61%

PEX ETF Performance

PEX performance across multiple time periods: 1-month 6.27%, YTD -1.51%, 1-year -5.90%, 3-year 5.37%, 5-year -0.10%, 10-year 4.84%.

PEX returns trail the peer average of 11.10% 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.

Compare PEX

PEX vs SPYPEX vs QQQPEX vs VOOPEX vs VTIPEX vs IVVPEX vs SCHDPEX vs VYMPEX vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.27%N/A
3 Months+9.67%N/A
6 Months+6.89%N/A
1 Year-5.90%N/A
3 Years+5.37%N/A
5 Years-0.10%N/A

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