PISVX Mutual Fund

NAV$10.07

Returns Overview

1 Month
+4.75%
3 Months
+2.50%
6 Months
+5.40%
YTD
+5.40%
1 Year
+22.98%
3 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+4.51%
vs Peers
+0.89%

PISVX Mutual Fund Performance

PISVX performance across multiple time periods: 1-month 4.75%, YTD 5.40%, 1-year 22.98%, 3-year 15.70%.

PISVX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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