PIMSX Mutual Fund

PIMSX Mutual Fund

NAV$4.54
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Returns Overview

1 Month
-0.02%
3 Months
+0.54%
6 Months
+1.22%
YTD
+1.83%
1 Year
+4.31%
3 Years (annualized)
+6.00%
5 Years (annualized)
+3.02%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIMSX 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
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+0.12%
vs Peers
+1.71%

PIMSX Mutual Fund Performance

PIMSX performance across multiple time periods: 1-month -0.02%, YTD 1.83%, 1-year 4.31%, 3-year 6.00%, 5-year 3.02%, 10-year 3.08%.

PIMSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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