PIERX Mutual Fund

PIERX Mutual Fund

NAV$32.45
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Returns Overview

1 Month
-1.49%
3 Months
-3.00%
6 Months
+0.19%
YTD
+6.70%
1 Year
+10.97%
3 Years (annualized)
+20.21%
5 Years (annualized)
+8.77%
10 Years (annualized)
+8.35%

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
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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 EAFE Net Dividend(M1EAHDVD)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+8.05%
vs Peers
-1.36%

PIERX Mutual Fund Performance

PIERX performance across multiple time periods: 1-month -1.49%, YTD 6.70%, 1-year 10.97%, 3-year 20.21%, 5-year 8.77%, 10-year 8.35%.

PIERX returns trail the peer average of 8.05% 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.