PIOKX Mutual Fund

PIOKX Mutual Fund

NAV$48.72
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Returns Overview

1 Month
-2.69%
3 Months
-1.54%
6 Months
+4.64%
YTD
+8.42%
1 Year
+16.81%
3 Years (annualized)
+20.94%
5 Years (annualized)
+13.03%
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
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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)
+8.42%
Peer Avg (YTD)
+9.41%
vs Peers
-0.99%

PIOKX Mutual Fund Performance

PIOKX performance across multiple time periods: 1-month -2.69%, YTD 8.42%, 1-year 16.81%, 3-year 20.94%, 5-year 13.03%, 10-year 16.01%.

PIOKX returns trail the peer average of 9.41% 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.