PIERX Mutual Fund

NAV$33.93

Returns Overview

1 Month
-0.42%
3 Months
+10.29%
6 Months
+11.51%
YTD
+9.89%
1 Year
+23.22%
3 Years (annualized)
+18.51%
5 Years (annualized)
+9.63%
10 Years (annualized)
+9.75%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Net Dividend(M1EAHDVD)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+9.13%
vs Peers
+0.76%

PIERX Mutual Fund Performance

PIERX performance across multiple time periods: 1-month -0.42%, YTD 9.89%, 1-year 23.22%, 3-year 18.51%, 5-year 9.63%, 10-year 9.75%.

PIERX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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