PIRFX Mutual Fund

NAV$8.28

Returns Overview

1 Month
+0.75%
3 Months
+6.29%
6 Months
+5.15%
YTD
+5.02%
1 Year
+10.75%
3 Years (annualized)
+8.42%
5 Years (annualized)
+2.70%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIRFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+4.14%
vs Peers
+0.87%

PIRFX Mutual Fund Performance

PIRFX performance across multiple time periods: 1-month 0.75%, YTD 5.02%, 1-year 10.75%, 3-year 8.42%, 5-year 2.70%, 10-year 3.42%.

PIRFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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