PIALX Mutual Fund

PIALX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
+1.49%
3 Months
+2.66%
6 Months
+5.54%
YTD
+7.69%
1 Year
+17.51%
3 Years (annualized)
+14.36%
5 Years (annualized)
+8.69%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIALX 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 World NR Index Unhedged(^MWDNRUNH)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+5.54%
vs Peers
+2.15%

PIALX Mutual Fund Performance

PIALX performance across multiple time periods: 1-month 1.49%, YTD 7.69%, 1-year 17.51%, 3-year 14.36%, 5-year 8.69%, 10-year 7.84%.

PIALX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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