PEMZX Mutual Fund

PEMZX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+3.53%
3 Months
-1.26%
6 Months
+7.15%
YTD
+23.50%
1 Year
+36.94%
3 Years (annualized)
+25.32%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.69%

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)
+23.50%
Peer Avg (YTD)
+20.14%
vs Peers
+3.36%

PEMZX Mutual Fund Performance

PEMZX performance across multiple time periods: 1-month 3.53%, YTD 23.50%, 1-year 36.94%, 3-year 25.32%, 5-year 8.03%, 10-year 10.69%.

PEMZX returns outperform the peer average of 20.14% 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.