PEAPX Mutual Fund

NAV$39.83

Returns Overview

1 Month
+0.62%
3 Months
+19.91%
6 Months
+23.07%
YTD
+19.91%
1 Year
+42.95%
3 Years (annualized)
+22.61%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEAPX 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 Index NTR
This Mutual Fund (YTD)
+19.91%
Peer Avg (YTD)
+23.08%
vs Peers
-3.16%

PEAPX Mutual Fund Performance

PEAPX performance across multiple time periods: 1-month 0.62%, YTD 19.91%, 1-year 42.95%, 3-year 22.61%, 5-year 6.85%, 10-year 9.41%.

PEAPX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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