PEMCX Mutual Fund

PEMCX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+2.53%
3 Months
+7.29%
6 Months
+3.72%
YTD
+6.61%
1 Year
+4.90%
3 Years (annualized)
+10.49%
5 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+6.89%
vs Peers
-0.28%

PEMCX Mutual Fund Performance

PEMCX performance across multiple time periods: 1-month 2.53%, YTD 6.61%, 1-year 4.90%, 3-year 10.49%, 5-year 8.93%.

PEMCX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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