PIALX Mutual Fund

NAV$14.41

Returns Overview

1 Month
-0.35%
3 Months
+6.43%
6 Months
+6.75%
YTD
+6.11%
1 Year
+16.87%
3 Years (annualized)
+14.76%
5 Years (annualized)
+8.20%
10 Years (annualized)
+7.62%

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
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
MSCI World NR Index Unhedged(^MWDNRUNH)
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+5.87%
vs Peers
+0.24%

PIALX Mutual Fund Performance

PIALX performance across multiple time periods: 1-month -0.35%, YTD 6.11%, 1-year 16.87%, 3-year 14.76%, 5-year 8.20%, 10-year 7.62%.

PIALX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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