PEMYX Mutual Fund

NAV$23.05

Returns Overview

1 Month
+2.28%
3 Months
+22.91%
6 Months
+28.51%
YTD
+25.26%
1 Year
+48.40%
3 Years (annualized)
+27.36%
5 Years (annualized)
+8.97%
10 Years (annualized)
+12.64%

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
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)
+25.26%
Peer Avg (YTD)
+23.08%
vs Peers
+2.18%

PEMYX Mutual Fund Performance

PEMYX performance across multiple time periods: 1-month 2.28%, YTD 25.26%, 1-year 48.40%, 3-year 27.36%, 5-year 8.97%, 10-year 12.64%.

PEMYX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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