PEFFX Mutual Fund

PEFFX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-5.05%
3 Months
-1.80%
6 Months
-0.28%
YTD
+13.36%
1 Year
+19.53%
3 Years (annualized)
+23.56%
5 Years (annualized)
+10.20%
10 Years (annualized)
+10.11%

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
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)
+13.36%
Peer Avg (YTD)
+12.21%
vs Peers
+1.15%

PEFFX Mutual Fund Performance

PEFFX performance across multiple time periods: 1-month -5.05%, YTD 13.36%, 1-year 19.53%, 3-year 23.56%, 5-year 10.20%, 10-year 10.11%.

PEFFX returns outperform the peer average of 12.21% 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.