PNYIX Mutual Fund

PNYIX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+3.07%
3 Months
-1.00%
6 Months
-1.29%
YTD
+0.01%
1 Year
+0.25%
3 Years (annualized)
+4.83%
5 Years (annualized)
+0.82%
10 Years (annualized)
+2.05%

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
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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
Bloomberg Barclays New York Municipal Bond Index(I00772US)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
-0.87%
vs Peers
+0.87%

PNYIX Mutual Fund Performance

PNYIX performance across multiple time periods: 1-month 3.07%, YTD 0.01%, 1-year 0.25%, 3-year 4.83%, 5-year 0.82%, 10-year 2.05%.

PNYIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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