PREMX Mutual Fund

PREMX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+0.87%
3 Months
+0.22%
6 Months
+0.72%
YTD
+3.32%
1 Year
+8.90%
3 Years (annualized)
+10.21%
5 Years (annualized)
+2.16%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PREMX 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
J.P. Morgan EMBI Global Diversified Index(^JPMEMBIGDII)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+2.96%
vs Peers
+0.36%

PREMX Mutual Fund Performance

PREMX performance across multiple time periods: 1-month 0.87%, YTD 3.32%, 1-year 8.90%, 3-year 10.21%, 5-year 2.16%, 10-year 3.13%.

PREMX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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