PIMEX Mutual Fund

PIMEX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-0.34%
3 Months
-0.86%
6 Months
-0.85%
YTD
-0.95%
1 Year
+0.51%
3 Years (annualized)
+2.33%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIMEX 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 Barclays 7 Year Municipal Bond Index(LM07TR)
This Mutual Fund (YTD)
-0.95%
Peer Avg (YTD)
-1.37%
vs Peers
+0.43%

PIMEX Mutual Fund Performance

PIMEX performance across multiple time periods: 1-month -0.34%, YTD -0.95%, 1-year 0.51%, 3-year 2.33%, 5-year 0.65%, 10-year 1.79%.

PIMEX returns outperform the peer average of -1.37% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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