PEMMX Mutual Fund

PEMMX Mutual Fund

NAV$22.58
See how much of PEMMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.61%
3 Months
+2.49%
6 Months
+10.23%
YTD
+19.87%
1 Year
+36.13%
3 Years (annualized)
+22.64%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.59%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+19.87%
Peer Avg (YTD)
+17.66%
vs Peers
+2.21%

PEMMX Mutual Fund Performance

PEMMX performance across multiple time periods: 1-month -6.61%, YTD 19.87%, 1-year 36.13%, 3-year 22.64%, 5-year 7.68%, 10-year 10.59%.

PEMMX returns outperform the peer average of 17.66% 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.