PITEX Mutual Fund

PITEX Mutual Fund

NAV$6.56
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Returns Overview

1 Month
-1.58%
3 Months
-0.17%
6 Months
-0.70%
YTD
+0.52%
1 Year
+4.99%
3 Years (annualized)
+2.85%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.82%

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)
+0.52%
Peer Avg (YTD)
+0.23%
vs Peers
+0.29%

PITEX Mutual Fund Performance

PITEX performance across multiple time periods: 1-month -1.58%, YTD 0.52%, 1-year 4.99%, 3-year 2.85%, 5-year 0.07%, 10-year 1.82%.

PITEX returns outperform the peer average of 0.23% 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.