PNYPX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.86%
3 Months
+2.31%
6 Months
+2.64%
YTD
+2.54%
1 Year
+7.14%
3 Years (annualized)
+3.87%
5 Years (annualized)
+1.13%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNYPX 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

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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
Bloomberg Barclays New York Municipal Bond Index(I00772US)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+1.79%
vs Peers
+0.75%

PNYPX Mutual Fund Performance

PNYPX performance across multiple time periods: 1-month 0.86%, YTD 2.54%, 1-year 7.14%, 3-year 3.87%, 5-year 1.13%, 10-year 2.17%.

PNYPX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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