PISDX Mutual Fund

NAV$16.79

Returns Overview

1 Month
-0.56%
3 Months
+4.82%
6 Months
+7.12%
YTD
+6.69%
1 Year
+13.48%
3 Years (annualized)
+11.52%
5 Years (annualized)
+6.91%
10 Years (annualized)
+6.92%

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
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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+9.13%
vs Peers
-2.44%

PISDX Mutual Fund Performance

PISDX performance across multiple time periods: 1-month -0.56%, YTD 6.69%, 1-year 13.48%, 3-year 11.52%, 5-year 6.91%, 10-year 6.92%.

PISDX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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