PIVYX Mutual Fund

PIVYX Mutual Fund

NAV$47.96
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Returns Overview

1 Month
-2.12%
3 Months
+6.52%
6 Months
+1.67%
YTD
+1.22%
1 Year
+11.11%
3 Years (annualized)
+15.91%
5 Years (annualized)
+6.84%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIVYX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+9.16%
vs Peers
-7.94%

PIVYX Mutual Fund Performance

PIVYX performance across multiple time periods: 1-month -2.12%, YTD 1.22%, 1-year 11.11%, 3-year 15.91%, 5-year 6.84%, 10-year 9.68%.

PIVYX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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