PIFIX Mutual Fund

PIFIX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
-0.53%
3 Months
+0.93%
6 Months
+1.89%
YTD
+2.99%
1 Year
+7.86%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFIX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+3.39%
vs Peers
-0.40%

PIFIX Mutual Fund Performance

PIFIX performance across multiple time periods: 1-month -0.53%, YTD 2.99%, 1-year 7.86%, 3-year 7.86%, 5-year 3.01%, 10-year 4.64%.

PIFIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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