PEMIX Mutual Fund

NAV$9.17

Returns Overview

1 Month
+0.54%
3 Months
+3.11%
6 Months
+1.83%
YTD
+1.83%
1 Year
+6.89%
3 Years (annualized)
+7.66%
5 Years (annualized)
+1.62%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan CEMBI Diversified Index Total Return USD(^JPCEMBDITR)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+3.07%
vs Peers
-1.24%

PEMIX Mutual Fund Performance

PEMIX performance across multiple time periods: 1-month 0.54%, YTD 1.83%, 1-year 6.89%, 3-year 7.66%, 5-year 1.62%, 10-year 3.86%.

PEMIX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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