PIOKX Mutual Fund

PIOKX Mutual Fund

NAV$51.05
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Returns Overview

1 Month
+2.02%
3 Months
-1.62%
6 Months
+5.06%
YTD
+10.61%
1 Year
+19.38%
3 Years (annualized)
+22.20%
5 Years (annualized)
+12.36%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+11.21%
vs Peers
-0.60%

PIOKX Mutual Fund Performance

PIOKX performance across multiple time periods: 1-month 2.02%, YTD 10.61%, 1-year 19.38%, 3-year 22.20%, 5-year 12.36%, 10-year 16.01%.

PIOKX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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