PIFYX Mutual Fund

NAV$10.46

Returns Overview

1 Month
-0.38%
3 Months
-1.68%
6 Months
+3.12%
YTD
+3.63%
1 Year
+7.50%
3 Years (annualized)
-1.27%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFYX 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

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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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+4.36%
vs Peers
-0.73%

PIFYX Mutual Fund Performance

PIFYX performance across multiple time periods: 1-month -0.38%, YTD 3.63%, 1-year 7.50%, 3-year -1.27%, 5-year 0.40%, 10-year 1.54%.

PIFYX returns trail the peer average of 4.36% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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