PEMPX Mutual Fund

PEMPX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
-1.40%
3 Months
+0.27%
6 Months
+0.78%
YTD
+1.89%
1 Year
+9.30%
3 Years (annualized)
+10.11%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMPX 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
J.P. Morgan Emerging Markets Bond Index(JPMEMBI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.32%
vs Peers
-0.43%

PEMPX Mutual Fund Performance

PEMPX performance across multiple time periods: 1-month -1.40%, YTD 1.89%, 1-year 9.30%, 3-year 10.11%, 5-year 3.01%, 10-year 4.09%.

PEMPX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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