PEPFX Mutual Fund

PEPFX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
+5.86%
3 Months
+2.35%
6 Months
+1.53%
YTD
+18.38%
1 Year
+28.18%
3 Years (annualized)
+19.32%
5 Years (annualized)
+10.98%
10 Years (annualized)
+10.50%

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
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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 Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+18.38%
Peer Avg (YTD)
+20.14%
vs Peers
-1.76%

PEPFX Mutual Fund Performance

PEPFX performance across multiple time periods: 1-month 5.86%, YTD 18.38%, 1-year 28.18%, 3-year 19.32%, 5-year 10.98%, 10-year 10.50%.

PEPFX returns trail the peer average of 20.14% 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.