PEAFX Mutual Fund

NAV$13.07

Returns Overview

1 Month
-5.56%
3 Months
+1.05%
6 Months
+9.12%
YTD
+7.72%
1 Year
+20.99%
3 Years (annualized)
+17.36%
5 Years (annualized)
+8.92%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEAFX 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

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+23.08%
vs Peers
-15.36%

PEAFX Mutual Fund Performance

PEAFX performance across multiple time periods: 1-month -5.56%, YTD 7.72%, 1-year 20.99%, 3-year 17.36%, 5-year 8.92%, 10-year 10.33%.

PEAFX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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