PELAX Mutual Fund

PELAX Mutual Fund

NAV$6.17
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Returns Overview

1 Month
+0.98%
3 Months
+1.94%
6 Months
-0.58%
YTD
+3.05%
1 Year
+9.09%
3 Years (annualized)
+9.70%
5 Years (annualized)
+4.91%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+2.96%
vs Peers
+0.09%

PELAX Mutual Fund Performance

PELAX performance across multiple time periods: 1-month 0.98%, YTD 3.05%, 1-year 9.09%, 3-year 9.70%, 5-year 4.91%, 10-year 4.03%.

PELAX returns outperform the peer average of 2.96% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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