PIFSX Mutual Fund

NAV$7.31
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Returns Overview

1 Month
-0.52%
3 Months
-1.04%
6 Months
+2.02%
YTD
+2.15%
1 Year
+4.45%
3 Years (annualized)
-2.58%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+4.36%
vs Peers
-2.21%

PIFSX Mutual Fund Performance

PIFSX performance across multiple time periods: 1-month -0.52%, YTD 2.15%, 1-year 4.45%, 3-year -2.58%, 5-year 1.39%, 10-year 1.42%.

PIFSX returns trail the peer average of 4.36% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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