PEBIX Mutual Fund

PEBIX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+0.46%
3 Months
-2.14%
6 Months
-1.85%
YTD
-0.23%
1 Year
+0.90%
3 Years (annualized)
+11.24%
5 Years (annualized)
+2.99%
10 Years (annualized)
+3.71%

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)
-0.23%
Peer Avg (YTD)
+0.43%
vs Peers
-0.66%

PEBIX Mutual Fund Performance

PEBIX performance across multiple time periods: 1-month 0.46%, YTD -0.23%, 1-year 0.90%, 3-year 11.24%, 5-year 2.99%, 10-year 3.71%.

PEBIX returns trail the peer average of 0.43% 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.