PEMGX Mutual Fund

PEMGX Mutual Fund

NAV$40.47
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Returns Overview

1 Month
-9.25%
3 Months
-6.05%
YTD
-11.38%
1 Year
-14.85%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.66%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMGX 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
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📉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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-11.38%
Peer Avg (YTD)
+6.72%
vs Peers
-18.11%

PEMGX Mutual Fund Performance

PEMGX performance across multiple time periods: 1-month -9.25%, YTD -11.38%, 1-year -14.85%, 3-year 7.33%, 5-year 2.66%, 10-year 9.82%.

PEMGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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