PIPTX Mutual Fund

NAV$17.63

Returns Overview

1 Month
+3.17%
3 Months
+3.84%
6 Months
+10.29%
YTD
+18.40%
1 Year
+12.17%
3 Years (annualized)
+10.26%
5 Years (annualized)
+8.97%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIPTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+18.40%
Peer Avg (YTD)
+8.20%
vs Peers
+10.20%

PIPTX Mutual Fund Performance

PIPTX performance across multiple time periods: 1-month 3.17%, YTD 18.40%, 1-year 12.17%, 3-year 10.26%, 5-year 8.97%, 10-year 7.37%.

PIPTX returns outperform the peer average of 8.20% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

PIPTX performance comparison shows side-by-side returns with another fund. PIPTX alternatives are available in the Mutual Fund Screener.