PISOX Mutual Fund

PISOX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-2.99%
3 Months
+1.17%
6 Months
+6.14%
YTD
+8.14%
1 Year
+12.28%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.35%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISOX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+9.29%
vs Peers
-1.16%

PISOX Mutual Fund Performance

PISOX performance across multiple time periods: 1-month -2.99%, YTD 8.14%, 1-year 12.28%, 3-year 14.74%, 5-year 8.35%, 10-year 7.64%.

PISOX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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