PIPAX Mutual Fund

PIPAX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+0.23%
3 Months
-1.56%
6 Months
+5.71%
YTD
+10.23%
1 Year
+14.51%
3 Years (annualized)
+20.61%
5 Years (annualized)
+12.04%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIPAX 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
MSCI EAFE Hedged USD Index(^MSCIEAFEHUSDI)
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+9.56%
vs Peers
+0.67%

PIPAX Mutual Fund Performance

PIPAX performance across multiple time periods: 1-month 0.23%, YTD 10.23%, 1-year 14.51%, 3-year 20.61%, 5-year 12.04%, 10-year 11.71%.

PIPAX returns outperform the peer average of 9.56% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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