PINIX Mutual Fund

PINIX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
-1.01%
3 Months
-1.67%
6 Months
+3.52%
YTD
+5.56%
1 Year
+12.15%
3 Years (annualized)
+21.45%
5 Years (annualized)
+6.69%
10 Years (annualized)
+8.90%

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
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📉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
MSCI ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+8.05%
vs Peers
-2.50%

PINIX Mutual Fund Performance

PINIX performance across multiple time periods: 1-month -1.01%, YTD 5.56%, 1-year 12.15%, 3-year 21.45%, 5-year 6.69%, 10-year 8.90%.

PINIX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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