PIUHX Mutual Fund

PIUHX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.31%
3 Months
-1.45%
6 Months
+5.93%
YTD
+10.62%
1 Year
+14.86%
3 Years (annualized)
+20.96%
5 Years (annualized)
+12.37%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIUHX 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
MSCI EAFE Hedged USD Index(^MSCIEAFEHUSDI)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+9.56%
vs Peers
+1.06%

PIUHX Mutual Fund Performance

PIUHX performance across multiple time periods: 1-month 0.31%, YTD 10.62%, 1-year 14.86%, 3-year 20.96%, 5-year 12.37%, 10-year 12.05%.

PIUHX returns outperform the peer average of 9.56% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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