PEMLX Mutual Fund

PEMLX Mutual Fund

NAV$22.33
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Returns Overview

1 Month
+3.56%
3 Months
-1.13%
6 Months
+7.44%
YTD
+23.95%
1 Year
+37.60%
3 Years (annualized)
+25.95%
5 Years (annualized)
+7.41%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMLX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+23.95%
Peer Avg (YTD)
+20.14%
vs Peers
+3.81%

PEMLX Mutual Fund Performance

PEMLX performance across multiple time periods: 1-month 3.56%, YTD 23.95%, 1-year 37.60%, 3-year 25.95%, 5-year 7.41%, 10-year 10.25%.

PEMLX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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