PIORX Mutual Fund

PIORX Mutual Fund

NAV$48.64
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Returns Overview

1 Month
-2.74%
3 Months
-1.69%
6 Months
+4.36%
YTD
+8.06%
1 Year
+16.62%
3 Years (annualized)
+20.12%
5 Years (annualized)
+12.23%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIORX 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)
+8.06%
Peer Avg (YTD)
+9.41%
vs Peers
-1.35%

PIORX Mutual Fund Performance

PIORX performance across multiple time periods: 1-month -2.74%, YTD 8.06%, 1-year 16.62%, 3-year 20.12%, 5-year 12.23%, 10-year 15.29%.

PIORX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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