PELCX Mutual Fund

NAV$6.31

Returns Overview

1 Month
+0.62%
3 Months
+4.44%
6 Months
+1.41%
YTD
+1.41%
1 Year
+8.74%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.93%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELCX 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
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+3.07%
vs Peers
-1.66%

PELCX Mutual Fund Performance

PELCX performance across multiple time periods: 1-month 0.62%, YTD 1.41%, 1-year 8.74%, 3-year 8.32%, 5-year 3.93%, 10-year 3.18%.

PELCX returns trail the peer average of 3.07% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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