PNAIX Mutual Fund

NAV$82.10

Returns Overview

1 Month
+0.63%
3 Months
+11.95%
6 Months
+1.24%
YTD
+1.09%
1 Year
+19.07%
3 Years (annualized)
+20.55%
5 Years (annualized)
+11.46%
10 Years (annualized)
+18.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+8.97%
vs Peers
-7.88%

PNAIX Mutual Fund Performance

PNAIX performance across multiple time periods: 1-month 0.63%, YTD 1.09%, 1-year 19.07%, 3-year 20.55%, 5-year 11.46%, 10-year 18.76%.

PNAIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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