PEMQX Mutual Fund

PEMQX Mutual Fund

NAV$20.95
See how much of PEMQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.07%
3 Months
-7.11%
6 Months
-4.73%
YTD
+8.74%
1 Year
+12.44%
3 Years (annualized)
+25.13%
5 Years (annualized)
+6.52%
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
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)
+8.74%
Peer Avg (YTD)
+9.82%
vs Peers
-1.09%

PEMQX Mutual Fund Performance

PEMQX performance across multiple time periods: 1-month -10.07%, YTD 8.74%, 1-year 12.44%, 3-year 25.13%, 5-year 6.52%, 10-year 11.01%.

PEMQX returns trail the peer average of 9.82% 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.