PITEX Mutual Fund

PITEX Mutual Fund

NAV$6.27
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Returns Overview

1 Month
-4.40%
3 Months
-6.17%
6 Months
-1.71%
YTD
-4.17%
1 Year
-2.70%
3 Years (annualized)
+3.07%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.76%

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
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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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-4.17%
Peer Avg (YTD)
-3.82%
vs Peers
-0.35%

PITEX Mutual Fund Performance

PITEX performance across multiple time periods: 1-month -4.40%, YTD -4.17%, 1-year -2.70%, 3-year 3.07%, 5-year -0.09%, 10-year 1.76%.

PITEX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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