PITEX Mutual Fund

NAV$6.59

Returns Overview

1 Month
+0.78%
3 Months
+2.68%
6 Months
+1.49%
YTD
+1.49%
1 Year
+6.07%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PITEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+1.79%
vs Peers
-0.30%

PITEX Mutual Fund Performance

PITEX performance across multiple time periods: 1-month 0.78%, YTD 1.49%, 1-year 6.07%, 3-year 3.49%, 5-year 0.39%, 10-year 1.99%.

PITEX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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