PELPX Mutual Fund

PELPX Mutual Fund

NAV$6.36
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Returns Overview

1 Month
+0.29%
3 Months
+2.06%
6 Months
+0.01%
YTD
+2.23%
1 Year
+11.37%
3 Years (annualized)
+8.57%
5 Years (annualized)
+5.21%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PELPX 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)
+2.23%
Peer Avg (YTD)
+2.32%
vs Peers
-0.10%

PELPX Mutual Fund Performance

PELPX performance across multiple time periods: 1-month 0.29%, YTD 2.23%, 1-year 11.37%, 3-year 8.57%, 5-year 5.21%, 10-year 4.27%.

PELPX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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