PIOBX Mutual Fund

PIOBX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
+2.13%
3 Months
-0.74%
6 Months
-1.73%
YTD
-1.29%
1 Year
-0.99%
3 Years (annualized)
+3.74%
5 Years (annualized)
-3.17%
10 Years (annualized)
-1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOBX 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
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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)
-1.29%
Peer Avg (YTD)
+1.93%
vs Peers
-3.22%

PIOBX Mutual Fund Performance

PIOBX performance across multiple time periods: 1-month 2.13%, YTD -1.29%, 1-year -0.99%, 3-year 3.74%, 5-year -3.17%, 10-year -1.30%.

PIOBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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