PIEKX Mutual Fund

NAV$39.44

Returns Overview

1 Month
-2.30%
3 Months
+11.11%
6 Months
+8.50%
YTD
+7.07%
1 Year
+27.07%
3 Years (annualized)
+19.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIEKX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+9.13%
vs Peers
-2.06%

PIEKX Mutual Fund Performance

PIEKX performance across multiple time periods: 1-month -2.30%, YTD 7.07%, 1-year 27.07%, 3-year 19.93%.

PIEKX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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