PNOYX Mutual Fund

NAV$152.11
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Returns Overview

1 Month
-0.32%
3 Months
+14.93%
6 Months
+4.27%
YTD
+4.12%
1 Year
+14.89%
3 Years (annualized)
+16.20%
5 Years (annualized)
+8.66%
10 Years (annualized)
+15.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNOYX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+8.97%
vs Peers
-4.85%

PNOYX Mutual Fund Performance

PNOYX performance across multiple time periods: 1-month -0.32%, YTD 4.12%, 1-year 14.89%, 3-year 16.20%, 5-year 8.66%, 10-year 15.51%.

PNOYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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