PINZX Mutual Fund

PINZX Mutual Fund

NAV$13.99
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Returns Overview

1 Month
-0.07%
3 Months
+14.08%
6 Months
+14.18%
YTD
+12.73%
1 Year
+29.85%
3 Years (annualized)
+19.53%
5 Years (annualized)
+13.50%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINZX 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
MSCI EAFE Index NTR(MEIN)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+8.71%
vs Peers
+4.02%

PINZX Mutual Fund Performance

PINZX performance across multiple time periods: 1-month -0.07%, YTD 12.73%, 1-year 29.85%, 3-year 19.53%, 5-year 13.50%, 10-year 11.29%.

PINZX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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