PEFIX Mutual Fund

PEFIX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+2.70%
3 Months
+1.65%
6 Months
+5.80%
YTD
+15.61%
1 Year
+32.45%
3 Years (annualized)
+19.66%
5 Years (annualized)
+11.04%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEFIX 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)
+15.61%
Peer Avg (YTD)
+15.31%
vs Peers
+0.30%

PEFIX Mutual Fund Performance

PEFIX performance across multiple time periods: 1-month 2.70%, YTD 15.61%, 1-year 32.45%, 3-year 19.66%, 5-year 11.04%, 10-year 12.73%.

PEFIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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