PIORX Mutual Fund

PIORX Mutual Fund

NAV$49.06
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Returns Overview

1 Month
-1.22%
3 Months
-2.04%
6 Months
+10.31%
YTD
+7.54%
1 Year
+13.58%
3 Years (annualized)
+21.37%
5 Years (annualized)
+11.47%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIORX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+9.98%
vs Peers
-2.44%

PIORX Mutual Fund Performance

PIORX performance across multiple time periods: 1-month -1.22%, YTD 7.54%, 1-year 13.58%, 3-year 21.37%, 5-year 11.47%, 10-year 15.17%.

PIORX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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