PEBNX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+0.83%
3 Months
+4.44%
6 Months
+3.31%
YTD
+3.31%
1 Year
+12.21%
3 Years (annualized)
+11.21%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEBNX 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)
+3.31%
Peer Avg (YTD)
+3.07%
vs Peers
+0.24%

PEBNX Mutual Fund Performance

PEBNX performance across multiple time periods: 1-month 0.83%, YTD 3.31%, 1-year 12.21%, 3-year 11.21%, 5-year 3.36%.

PEBNX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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