PEMQX Mutual Fund

PEMQX Mutual Fund

NAV$23.53
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Returns Overview

1 Month
-6.60%
3 Months
+2.57%
6 Months
+10.37%
YTD
+20.08%
1 Year
+36.58%
3 Years (annualized)
+23.10%
5 Years (annualized)
+8.12%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMQX 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)
+20.08%
Peer Avg (YTD)
+17.66%
vs Peers
+2.42%

PEMQX Mutual Fund Performance

PEMQX performance across multiple time periods: 1-month -6.60%, YTD 20.08%, 1-year 36.58%, 3-year 23.10%, 5-year 8.12%, 10-year 11.01%.

PEMQX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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