PIOTX Mutual Fund

PIOTX Mutual Fund

NAV$28.76
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Returns Overview

1 Month
+4.86%
3 Months
+3.67%
6 Months
+10.51%
YTD
+16.23%
1 Year
+17.99%
3 Years (annualized)
+20.67%
5 Years (annualized)
+9.82%
10 Years (annualized)
+14.02%

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)
+16.23%
Peer Avg (YTD)
+9.28%
vs Peers
+6.96%

PIOTX Mutual Fund Performance

PIOTX performance across multiple time periods: 1-month 4.86%, YTD 16.23%, 1-year 17.99%, 3-year 20.67%, 5-year 9.82%, 10-year 14.02%.

PIOTX returns outperform the peer average of 9.28% 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.