PISDX Mutual Fund

PISDX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
+3.42%
3 Months
+3.61%
6 Months
+6.32%
YTD
+10.34%
1 Year
+19.02%
3 Years (annualized)
+12.89%
5 Years (annualized)
+8.01%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISDX 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 Index(MEAFE)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+9.42%
vs Peers
+0.92%

PISDX Mutual Fund Performance

PISDX performance across multiple time periods: 1-month 3.42%, YTD 10.34%, 1-year 19.02%, 3-year 12.89%, 5-year 8.01%, 10-year 7.24%.

PISDX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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