PEMLX Mutual Fund

NAV$22.26

Returns Overview

1 Month
+2.22%
3 Months
+22.79%
6 Months
+28.16%
YTD
+24.95%
1 Year
+47.72%
3 Years (annualized)
+26.76%
5 Years (annualized)
+7.35%
10 Years (annualized)
+11.52%

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
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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+24.95%
Peer Avg (YTD)
+23.08%
vs Peers
+1.87%

PEMLX Mutual Fund Performance

PEMLX performance across multiple time periods: 1-month 2.22%, YTD 24.95%, 1-year 47.72%, 3-year 26.76%, 5-year 7.35%, 10-year 11.52%.

PEMLX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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