PISIX Mutual Fund

PISIX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.30%
3 Months
-1.40%
6 Months
+6.05%
YTD
+10.65%
1 Year
+14.95%
3 Years (annualized)
+21.07%
5 Years (annualized)
+12.49%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISIX 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 Hedged USD Index(^MSCIEAFEHUSDI)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+14.04%
vs Peers
-3.39%

PISIX Mutual Fund Performance

PISIX performance across multiple time periods: 1-month 0.30%, YTD 10.65%, 1-year 14.95%, 3-year 21.07%, 5-year 12.49%, 10-year 12.16%.

PISIX returns trail the peer average of 14.04% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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