PIGWX Mutual Fund

PIGWX Mutual Fund

NAV$20.13
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.26%
3 Months
+6.14%
6 Months
+9.02%
YTD
+7.90%
1 Year
+21.49%
3 Years (annualized)
+18.70%
5 Years (annualized)
+12.38%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIGWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+9.49%
vs Peers
-1.59%

PIGWX Mutual Fund Performance

PIGWX performance across multiple time periods: 1-month -0.26%, YTD 7.90%, 1-year 21.49%, 3-year 18.70%, 5-year 12.38%, 10-year 10.75%.

PIGWX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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