PIIRX Mutual Fund

PIIRX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
-0.27%
3 Months
-2.95%
6 Months
+2.18%
YTD
+9.41%
1 Year
+17.26%
3 Years (annualized)
+21.26%
5 Years (annualized)
+11.54%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIIRX 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
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+12.44%
vs Peers
-3.03%

PIIRX Mutual Fund Performance

PIIRX performance across multiple time periods: 1-month -0.27%, YTD 9.41%, 1-year 17.26%, 3-year 21.26%, 5-year 11.54%, 10-year 9.72%.

PIIRX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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