PISMX Mutual Fund

PISMX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-5.25%
3 Months
-2.32%
6 Months
+3.93%
YTD
+0.79%
1 Year
+3.23%
3 Years (annualized)
+14.43%
5 Years (annualized)
+3.76%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISMX 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 World Ex USA Small Cap Index NTR
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+7.86%
vs Peers
-7.08%

PISMX Mutual Fund Performance

PISMX performance across multiple time periods: 1-month -5.25%, YTD 0.79%, 1-year 3.23%, 3-year 14.43%, 5-year 3.76%, 10-year 7.02%.

PISMX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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