PEMZX Mutual Fund

PEMZX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
-6.68%
3 Months
+2.31%
6 Months
+9.79%
YTD
+19.29%
1 Year
+35.08%
3 Years (annualized)
+21.69%
5 Years (annualized)
+6.88%
10 Years (annualized)
+10.51%

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
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📉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)
+19.29%
Peer Avg (YTD)
+17.66%
vs Peers
+1.63%

PEMZX Mutual Fund Performance

PEMZX performance across multiple time periods: 1-month -6.68%, YTD 19.29%, 1-year 35.08%, 3-year 21.69%, 5-year 6.88%, 10-year 10.51%.

PEMZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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