PIRFX Mutual Fund

PIRFX Mutual Fund

NAV$7.95
See how much of PIRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
-0.80%
6 Months
+0.98%
YTD
+3.07%
1 Year
+4.26%
3 Years (annualized)
+9.57%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.00%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+2.95%
vs Peers
+0.11%

PIRFX Mutual Fund Performance

PIRFX performance across multiple time periods: 1-month 0.53%, YTD 3.07%, 1-year 4.26%, 3-year 9.57%, 5-year 2.15%, 10-year 3.00%.

PIRFX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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