PEMIX Mutual Fund

PEMIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+0.71%
3 Months
+0.94%
6 Months
+0.89%
YTD
+2.24%
1 Year
+4.97%
3 Years (annualized)
+7.76%
5 Years (annualized)
+1.55%
10 Years (annualized)
+3.55%

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
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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
JPMorgan CEMBI Diversified Index Total Return USD(^JPCEMBDITR)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+2.96%
vs Peers
-0.72%

PEMIX Mutual Fund Performance

PEMIX performance across multiple time periods: 1-month 0.71%, YTD 2.24%, 1-year 4.97%, 3-year 7.76%, 5-year 1.55%, 10-year 3.55%.

PEMIX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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