PIERX Mutual Fund

PIERX Mutual Fund

NAV$34.07
See how much of PIERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.09%
3 Months
+3.28%
6 Months
+4.41%
YTD
+11.61%
1 Year
+25.81%
3 Years (annualized)
+17.40%
5 Years (annualized)
+9.52%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIERX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Net Dividend(M1EAHDVD)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+9.42%
vs Peers
+2.19%

PIERX Mutual Fund Performance

PIERX performance across multiple time periods: 1-month 0.09%, YTD 11.61%, 1-year 25.81%, 3-year 17.40%, 5-year 9.52%, 10-year 9.29%.

PIERX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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