PINDX Mutual Fund

NAV$24.10

Returns Overview

1 Month
-1.74%
3 Months
+17.90%
6 Months
+9.23%
YTD
+8.77%
1 Year
+20.87%
3 Years (annualized)
+21.74%
5 Years (annualized)
+11.91%
10 Years (annualized)
+16.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+8.97%
vs Peers
-0.20%

PINDX Mutual Fund Performance

PINDX performance across multiple time periods: 1-month -1.74%, YTD 8.77%, 1-year 20.87%, 3-year 21.74%, 5-year 11.91%, 10-year 16.66%.

PINDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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