PINHX Mutual Fund

PINHX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
+2.22%
3 Months
-0.13%
6 Months
-0.70%
YTD
-0.05%
1 Year
+0.69%
3 Years (annualized)
+6.54%
5 Years (annualized)
+0.35%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINHX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+1.93%
vs Peers
-1.98%

PINHX Mutual Fund Performance

PINHX performance across multiple time periods: 1-month 2.22%, YTD -0.05%, 1-year 0.69%, 3-year 6.54%, 5-year 0.35%, 10-year 2.18%.

PINHX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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