PEFCX Mutual Fund

PEFCX Mutual Fund

NAV$7.69
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Returns Overview

1 Month
+5.95%
3 Months
+1.74%
6 Months
+3.79%
YTD
+22.67%
1 Year
+35.28%
3 Years (annualized)
+22.18%
5 Years (annualized)
+12.74%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFCX 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
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+22.67%
Peer Avg (YTD)
+15.20%
vs Peers
+7.47%

PEFCX Mutual Fund Performance

PEFCX performance across multiple time periods: 1-month 5.95%, YTD 22.67%, 1-year 35.28%, 3-year 22.18%, 5-year 12.74%, 10-year 11.96%.

PEFCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 2.54%, investors should weigh costs against performance when evaluating this mutual fund.

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