PNAIX Mutual Fund

PNAIX Mutual Fund

NAV$81.63
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Returns Overview

1 Month
+2.26%
3 Months
+1.51%
6 Months
+5.85%
YTD
+1.97%
1 Year
+6.85%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.01%
10 Years (annualized)
+17.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNAIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+8.51%
vs Peers
-6.54%

PNAIX Mutual Fund Performance

PNAIX performance across multiple time periods: 1-month 2.26%, YTD 1.97%, 1-year 6.85%, 3-year 16.49%, 5-year 9.01%, 10-year 17.42%.

PNAIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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