PIOTX Mutual Fund

PIOTX Mutual Fund

NAV$27.36
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Returns Overview

1 Month
+3.75%
3 Months
+5.86%
6 Months
+13.67%
YTD
+16.31%
1 Year
+23.10%
3 Years (annualized)
+19.88%
5 Years (annualized)
+14.77%
10 Years (annualized)
+20.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOTX 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)
+16.31%
Peer Avg (YTD)
+11.21%
vs Peers
+5.10%

PIOTX Mutual Fund Performance

PIOTX performance across multiple time periods: 1-month 3.75%, YTD 16.31%, 1-year 23.10%, 3-year 19.88%, 5-year 14.77%, 10-year 20.33%.

PIOTX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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