PEPSX Mutual Fund

PEPSX Mutual Fund

NAV$40.46
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Returns Overview

1 Month
+2.42%
3 Months
-2.67%
6 Months
+5.27%
YTD
+19.19%
1 Year
+32.40%
3 Years (annualized)
+21.72%
5 Years (annualized)
+7.41%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEPSX 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 Index NTR
This Mutual Fund (YTD)
+19.19%
Peer Avg (YTD)
+20.14%
vs Peers
-0.95%

PEPSX Mutual Fund Performance

PEPSX performance across multiple time periods: 1-month 2.42%, YTD 19.19%, 1-year 32.40%, 3-year 21.72%, 5-year 7.41%, 10-year 8.62%.

PEPSX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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