PISHX Mutual Fund

PISHX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-0.35%
3 Months
+0.92%
6 Months
+1.67%
YTD
+2.37%
1 Year
+6.65%
3 Years (annualized)
+10.53%
5 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISHX 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
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📉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
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+2.62%
vs Peers
-0.25%

PISHX Mutual Fund Performance

PISHX performance across multiple time periods: 1-month -0.35%, YTD 2.37%, 1-year 6.65%, 3-year 10.53%, 5-year 3.77%.

PISHX returns trail the peer average of 2.62% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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