PNYIX Mutual Fund

NAV$10.65

Returns Overview

1 Month
+0.86%
3 Months
+2.33%
6 Months
+2.69%
YTD
+2.59%
1 Year
+7.25%
3 Years (annualized)
+3.97%
5 Years (annualized)
+1.23%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNYIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays New York Municipal Bond Index(I00772US)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+1.79%
vs Peers
+0.80%

PNYIX Mutual Fund Performance

PNYIX performance across multiple time periods: 1-month 0.86%, YTD 2.59%, 1-year 7.25%, 3-year 3.97%, 5-year 1.23%, 10-year 2.27%.

PNYIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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