PIODX Mutual Fund

PIODX Mutual Fund

NAV$47.14
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Returns Overview

1 Month
-2.70%
3 Months
-1.61%
6 Months
+4.55%
YTD
+8.29%
1 Year
+16.57%
3 Years (annualized)
+20.63%
5 Years (annualized)
+12.71%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIODX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+9.41%
vs Peers
-1.12%

PIODX Mutual Fund Performance

PIODX performance across multiple time periods: 1-month -2.70%, YTD 8.29%, 1-year 16.57%, 3-year 20.63%, 5-year 12.71%, 10-year 15.79%.

PIODX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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