PIIRX Mutual Fund

PIIRX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
-3.20%
3 Months
+1.96%
6 Months
+8.00%
YTD
+9.70%
1 Year
+15.76%
3 Years (annualized)
+19.93%
5 Years (annualized)
+12.43%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIIRX 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
MSCI EAFE Value Net Dividend Index(^MSEAFEVND)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+10.00%
vs Peers
-0.29%

PIIRX Mutual Fund Performance

PIIRX performance across multiple time periods: 1-month -3.20%, YTD 9.70%, 1-year 15.76%, 3-year 19.93%, 5-year 12.43%, 10-year 10.07%.

PIIRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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