PEMZX Mutual Fund

NAV$20.59

Returns Overview

1 Month
+2.20%
3 Months
+22.59%
6 Months
+27.82%
YTD
+24.69%
1 Year
+46.98%
3 Years (annualized)
+26.12%
5 Years (annualized)
+7.97%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEMZX 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
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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)
+24.69%
Peer Avg (YTD)
+23.08%
vs Peers
+1.61%

PEMZX Mutual Fund Performance

PEMZX performance across multiple time periods: 1-month 2.20%, YTD 24.69%, 1-year 46.98%, 3-year 26.12%, 5-year 7.97%, 10-year 11.74%.

PEMZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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