PREMX Mutual Fund

NAV$9.83

Returns Overview

1 Month
+0.30%
3 Months
+4.29%
6 Months
+3.30%
YTD
+3.41%
1 Year
+11.76%
3 Years (annualized)
+10.43%
5 Years (annualized)
+2.48%
10 Years (annualized)
+3.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan EMBI Global Diversified Index(^JPMEMBIGDII)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+3.07%
vs Peers
+0.34%

PREMX Mutual Fund Performance

PREMX performance across multiple time periods: 1-month 0.30%, YTD 3.41%, 1-year 11.76%, 3-year 10.43%, 5-year 2.48%, 10-year 3.55%.

PREMX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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