PIOIX Mutual Fund

PIOIX Mutual Fund

NAV$8.45
See how much of PIOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.40%
3 Months
-0.77%
6 Months
-1.42%
YTD
-1.30%
1 Year
+1.86%
3 Years (annualized)
+3.68%
5 Years (annualized)
-0.39%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+0.12%
vs Peers
-1.42%

PIOIX Mutual Fund Performance

PIOIX performance across multiple time periods: 1-month -1.40%, YTD -1.30%, 1-year 1.86%, 3-year 3.68%, 5-year -0.39%, 10-year 1.73%.

PIOIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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