PEPFX Mutual Fund

PEPFX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-5.54%
3 Months
-0.08%
6 Months
-3.10%
YTD
+10.34%
1 Year
+15.83%
3 Years (annualized)
+19.87%
5 Years (annualized)
+10.57%
10 Years (annualized)
+9.26%

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
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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 Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+9.82%
vs Peers
+0.51%

PEPFX Mutual Fund Performance

PEPFX performance across multiple time periods: 1-month -5.54%, YTD 10.34%, 1-year 15.83%, 3-year 19.87%, 5-year 10.57%, 10-year 9.26%.

PEPFX returns outperform the peer average of 9.82% 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.