PEMMX Mutual Fund

PEMMX Mutual Fund

NAV$23.17
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Returns Overview

1 Month
+3.60%
3 Months
-1.03%
6 Months
+7.58%
YTD
+24.19%
1 Year
+37.93%
3 Years (annualized)
+26.27%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMMX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+24.19%
Peer Avg (YTD)
+20.14%
vs Peers
+4.05%

PEMMX Mutual Fund Performance

PEMMX performance across multiple time periods: 1-month 3.60%, YTD 24.19%, 1-year 37.93%, 3-year 26.27%, 5-year 7.68%, 10-year 10.52%.

PEMMX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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