PEBIX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+0.84%
3 Months
+4.48%
6 Months
+3.39%
YTD
+3.39%
1 Year
+12.37%
3 Years (annualized)
+11.38%
5 Years (annualized)
+3.52%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEBIX 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
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+3.07%
vs Peers
+0.32%

PEBIX Mutual Fund Performance

PEBIX performance across multiple time periods: 1-month 0.84%, YTD 3.39%, 1-year 12.37%, 3-year 11.38%, 5-year 3.52%, 10-year 4.55%.

PEBIX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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