PEPSX Mutual Fund

PEPSX Mutual Fund

NAV$37.06
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Returns Overview

1 Month
-9.18%
3 Months
-7.60%
6 Months
-6.55%
YTD
+4.77%
1 Year
+8.39%
3 Years (annualized)
+19.84%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.33%

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)
+4.77%
Peer Avg (YTD)
+9.82%
vs Peers
-5.05%

PEPSX Mutual Fund Performance

PEPSX performance across multiple time periods: 1-month -9.18%, YTD 4.77%, 1-year 8.39%, 3-year 19.84%, 5-year 5.91%, 10-year 7.33%.

PEPSX returns trail the peer average of 9.82% 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.