PEMYX Mutual Fund

PEMYX Mutual Fund

NAV$23.36
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Returns Overview

1 Month
+3.66%
3 Months
-0.97%
6 Months
+7.71%
YTD
+24.43%
1 Year
+38.31%
3 Years (annualized)
+26.59%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMYX 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)
+24.43%
Peer Avg (YTD)
+20.14%
vs Peers
+4.29%

PEMYX Mutual Fund Performance

PEMYX performance across multiple time periods: 1-month 3.66%, YTD 24.43%, 1-year 38.31%, 3-year 26.59%, 5-year 7.96%, 10-year 10.78%.

PEMYX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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