PEFCX Mutual Fund

PEFCX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+2.52%
3 Months
+1.22%
6 Months
+5.05%
YTD
+14.81%
1 Year
+30.80%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.75%
10 Years (annualized)
+10.45%

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
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📉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)
+14.81%
Peer Avg (YTD)
+15.31%
vs Peers
-0.50%

PEFCX Mutual Fund Performance

PEFCX performance across multiple time periods: 1-month 2.52%, YTD 14.81%, 1-year 30.80%, 3-year 18.25%, 5-year 9.75%, 10-year 10.45%.

PEFCX returns trail the peer average of 15.31% 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.