PIREX Mutual Fund

PIREX Mutual Fund

NAV$29.91
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Returns Overview

1 Month
-5.40%
3 Months
-5.13%
6 Months
+4.49%
YTD
+7.74%
1 Year
+5.35%
3 Years (annualized)
+9.73%
5 Years (annualized)
+2.29%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIREX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+4.73%
vs Peers
+3.00%

PIREX Mutual Fund Performance

PIREX performance across multiple time periods: 1-month -5.40%, YTD 7.74%, 1-year 5.35%, 3-year 9.73%, 5-year 2.29%, 10-year 6.12%.

PIREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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