PIIRX Mutual Fund

NAV$19.65

Returns Overview

1 Month
-0.32%
3 Months
+5.93%
6 Months
+8.68%
YTD
+7.60%
1 Year
+20.77%
3 Years (annualized)
+17.97%
5 Years (annualized)
+11.66%
10 Years (annualized)
+10.02%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+9.49%
vs Peers
-1.89%

PIIRX Mutual Fund Performance

PIIRX performance across multiple time periods: 1-month -0.32%, YTD 7.60%, 1-year 20.77%, 3-year 17.97%, 5-year 11.66%, 10-year 10.02%.

PIIRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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