PILIX Mutual Fund

PILIX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-2.01%
3 Months
-6.81%
6 Months
-3.19%
YTD
+5.15%
1 Year
+8.44%
3 Years (annualized)
+2.25%
5 Years (annualized)
+4.34%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PILIX 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 Index(MEAFE)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+17.33%
vs Peers
-12.18%

PILIX Mutual Fund Performance

PILIX performance across multiple time periods: 1-month -2.01%, YTD 5.15%, 1-year 8.44%, 3-year 2.25%, 5-year 4.34%, 10-year 3.63%.

PILIX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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