PEDPX Mutual Fund

NAV$11.77

Returns Overview

1 Month
+1.92%
3 Months
+1.48%
6 Months
+1.44%
YTD
+1.68%
1 Year
+2.96%
3 Years (annualized)
-4.13%
5 Years (annualized)
-9.96%
10 Years (annualized)
-3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEDPX 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
FTSE STRIPS Index 20+ Year Sub-Index(^FS20Y)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-1.55%

PEDPX Mutual Fund Performance

PEDPX performance across multiple time periods: 1-month 1.92%, YTD 1.68%, 1-year 2.96%, 3-year -4.13%, 5-year -9.96%, 10-year -3.34%.

PEDPX returns trail the peer average of 3.23% YTD. With an expense ratio of 6.90%, investors should weigh costs against performance when evaluating this mutual fund.

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