PINIX Mutual Fund

NAV$18.13

Returns Overview

1 Month
+1.09%
3 Months
+6.45%
6 Months
+7.49%
YTD
+5.50%
1 Year
+21.46%
3 Years (annualized)
+17.44%
5 Years (annualized)
+6.33%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+9.13%
vs Peers
-3.63%

PINIX Mutual Fund Performance

PINIX performance across multiple time periods: 1-month 1.09%, YTD 5.50%, 1-year 21.46%, 3-year 17.44%, 5-year 6.33%, 10-year 9.27%.

PINIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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