PREMX Mutual Fund

PREMX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-1.40%
3 Months
+0.33%
6 Months
+1.00%
YTD
+2.43%
1 Year
+9.22%
3 Years (annualized)
+9.85%
5 Years (annualized)
+2.42%
10 Years (annualized)
+2.94%

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
PROUpgrade to run
📉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)
+2.43%
Peer Avg (YTD)
+2.32%
vs Peers
+0.11%

PREMX Mutual Fund Performance

PREMX performance across multiple time periods: 1-month -1.40%, YTD 2.43%, 1-year 9.22%, 3-year 9.85%, 5-year 2.42%, 10-year 2.94%.

PREMX returns outperform the peer average of 2.32% 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.