PIVYX Mutual Fund

PIVYX Mutual Fund

NAV$48.76
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Returns Overview

1 Month
+2.89%
3 Months
+4.55%
6 Months
+1.91%
YTD
+4.15%
1 Year
+11.73%
3 Years (annualized)
+13.80%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.87%

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
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📉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)
+4.15%
Peer Avg (YTD)
+8.67%
vs Peers
-4.52%

PIVYX Mutual Fund Performance

PIVYX performance across multiple time periods: 1-month 2.89%, YTD 4.15%, 1-year 11.73%, 3-year 13.80%, 5-year 6.04%, 10-year 8.87%.

PIVYX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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