PIEMX Mutual Fund

NAV$43.05

Returns Overview

1 Month
+5.13%
3 Months
+5.37%
6 Months
+13.69%
YTD
+21.22%
1 Year
+27.89%
3 Years (annualized)
+7.47%
5 Years (annualized)
+9.12%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIEMX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.22%
Peer Avg (YTD)
+20.11%
vs Peers
+1.11%

PIEMX Mutual Fund Performance

PIEMX performance across multiple time periods: 1-month 5.13%, YTD 21.22%, 1-year 27.89%, 3-year 7.47%, 5-year 9.12%, 10-year 8.44%.

PIEMX returns outperform the peer average of 20.11% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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