PEFFX Mutual Fund

PEFFX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+5.98%
3 Months
+1.99%
6 Months
+4.27%
YTD
+22.34%
1 Year
+36.49%
3 Years (annualized)
+23.09%
5 Years (annualized)
+13.43%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFFX 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)
+22.34%
Peer Avg (YTD)
+15.20%
vs Peers
+7.15%

PEFFX Mutual Fund Performance

PEFFX performance across multiple time periods: 1-month 5.98%, YTD 22.34%, 1-year 36.49%, 3-year 23.09%, 5-year 13.43%, 10-year 12.71%.

PEFFX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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