PINIX Mutual Fund

PINIX Mutual Fund

NAV$17.66
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Returns Overview

1 Month
-1.87%
3 Months
+1.08%
6 Months
+7.60%
YTD
+6.63%
1 Year
+14.35%
3 Years (annualized)
+19.38%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+9.29%
vs Peers
-2.66%

PINIX Mutual Fund Performance

PINIX performance across multiple time periods: 1-month -1.87%, YTD 6.63%, 1-year 14.35%, 3-year 19.38%, 5-year 6.85%, 10-year 9.20%.

PINIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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