PEPFX Mutual Fund

PEPFX Mutual Fund

NAV$13.58
See how much of PEPFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
-3.03%
6 Months
+1.78%
YTD
+11.83%
1 Year
+23.20%
3 Years (annualized)
+15.68%
5 Years (annualized)
+10.21%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEPFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+17.66%
vs Peers
-5.83%

PEPFX Mutual Fund Performance

PEPFX performance across multiple time periods: 1-month 2.42%, YTD 11.83%, 1-year 23.20%, 3-year 15.68%, 5-year 10.21%, 10-year 10.02%.

PEPFX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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