PIFEX Mutual Fund

PIFEX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
-0.24%
3 Months
+0.10%
6 Months
+0.17%
YTD
+0.49%
1 Year
+2.68%
3 Years (annualized)
+4.85%
5 Years (annualized)
+1.73%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFEX 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
Bloomberg Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+0.12%
vs Peers
+0.37%

PIFEX Mutual Fund Performance

PIFEX performance across multiple time periods: 1-month -0.24%, YTD 0.49%, 1-year 2.68%, 3-year 4.85%, 5-year 1.73%, 10-year 2.20%.

PIFEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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