PESSX Mutual Fund

PESSX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-2.06%
3 Months
-0.42%
6 Months
+2.87%
YTD
+8.36%
1 Year
+10.39%
3 Years (annualized)
-1.50%
5 Years (annualized)
+3.63%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PESSX 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)
+8.36%
Peer Avg (YTD)
+10.24%
vs Peers
-1.88%

PESSX Mutual Fund Performance

PESSX performance across multiple time periods: 1-month -2.06%, YTD 8.36%, 1-year 10.39%, 3-year -1.50%, 5-year 3.63%, 10-year 2.58%.

PESSX returns trail the peer average of 10.24% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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