PEBIX Mutual Fund

PEBIX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
+0.83%
3 Months
+0.26%
6 Months
+0.39%
YTD
+2.80%
1 Year
+8.35%
3 Years (annualized)
+11.03%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.07%

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
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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
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+2.96%
vs Peers
-0.16%

PEBIX Mutual Fund Performance

PEBIX performance across multiple time periods: 1-month 0.83%, YTD 2.80%, 1-year 8.35%, 3-year 11.03%, 5-year 3.06%, 10-year 4.07%.

PEBIX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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