PIRFX Mutual Fund

PIRFX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-2.77%
3 Months
-2.37%
6 Months
+3.77%
YTD
+2.53%
1 Year
+4.47%
3 Years (annualized)
+8.59%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIRFX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+2.46%
vs Peers
+0.07%

PIRFX Mutual Fund Performance

PIRFX performance across multiple time periods: 1-month -2.77%, YTD 2.53%, 1-year 4.47%, 3-year 8.59%, 5-year 2.61%, 10-year 3.00%.

PIRFX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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