PEIFX Mutual Fund

NAV$13.58

Returns Overview

1 Month
-5.54%
3 Months
+1.17%
6 Months
+9.27%
YTD
+7.90%
1 Year
+21.36%
3 Years (annualized)
+17.78%
5 Years (annualized)
+9.29%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+23.08%
vs Peers
-15.17%

PEIFX Mutual Fund Performance

PEIFX performance across multiple time periods: 1-month -5.54%, YTD 7.90%, 1-year 21.36%, 3-year 17.78%, 5-year 9.29%, 10-year 10.72%.

PEIFX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

PEIFX performance comparison shows side-by-side returns with another fund. PEIFX alternatives are available in the Mutual Fund Screener.