PIFZX Mutual Fund

PIFZX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+0.15%
3 Months
+0.85%
6 Months
+0.93%
YTD
+0.93%
1 Year
+3.46%
3 Years (annualized)
+5.54%
5 Years (annualized)
+2.19%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIFZX 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 Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+3.23%
vs Peers
-2.29%

PIFZX Mutual Fund Performance

PIFZX performance across multiple time periods: 1-month 0.15%, YTD 0.93%, 1-year 3.46%, 3-year 5.54%, 5-year 2.19%, 10-year 2.52%.

PIFZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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