PELCX Mutual Fund

PELCX Mutual Fund

NAV$6.13
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Returns Overview

1 Month
+0.92%
3 Months
+1.75%
6 Months
-0.95%
YTD
+2.54%
1 Year
+8.28%
3 Years (annualized)
+8.89%
5 Years (annualized)
+4.13%
10 Years (annualized)
+3.25%

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
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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
J.P. Morgan Government Bond IndexEmerging Markets Global Diversified Index(^JPMGBIEMGDII)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+2.96%
vs Peers
-0.41%

PELCX Mutual Fund Performance

PELCX performance across multiple time periods: 1-month 0.92%, YTD 2.54%, 1-year 8.28%, 3-year 8.89%, 5-year 4.13%, 10-year 3.25%.

PELCX returns trail the peer average of 2.96% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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