PIINX Mutual Fund

PIINX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
+0.43%
3 Months
-0.21%
6 Months
-1.21%
YTD
+0.67%
1 Year
+3.95%
3 Years (annualized)
+6.95%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIINX 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
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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)
+0.67%
Peer Avg (YTD)
+2.15%
vs Peers
-1.48%

PIINX Mutual Fund Performance

PIINX performance across multiple time periods: 1-month 0.43%, YTD 0.67%, 1-year 3.95%, 3-year 6.95%, 5-year 3.31%, 10-year 4.25%.

PIINX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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