PISYX Mutual Fund

NAV$10.11

Returns Overview

1 Month
+4.81%
3 Months
+2.92%
6 Months
+5.92%
YTD
+6.02%
1 Year
+23.79%
3 Years (annualized)
+16.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISYX 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)
+6.02%
Peer Avg (YTD)
+4.51%
vs Peers
+1.51%

PISYX Mutual Fund Performance

PISYX performance across multiple time periods: 1-month 4.81%, YTD 6.02%, 1-year 23.79%, 3-year 16.22%.

PISYX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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