PEMQX Mutual Fund

NAV$23.18

Returns Overview

1 Month
+2.31%
3 Months
+23.00%
6 Months
+28.57%
YTD
+25.33%
1 Year
+48.62%
3 Years (annualized)
+27.60%
5 Years (annualized)
+8.61%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+25.33%
Peer Avg (YTD)
+23.08%
vs Peers
+2.26%

PEMQX Mutual Fund Performance

PEMQX performance across multiple time periods: 1-month 2.31%, YTD 25.33%, 1-year 48.62%, 3-year 27.60%, 5-year 8.61%.

PEMQX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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