PIUIX Mutual Fund

PIUIX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-3.50%
3 Months
-1.68%
6 Months
+9.96%
YTD
+9.23%
1 Year
+12.86%
3 Years (annualized)
+17.14%
5 Years (annualized)
+5.09%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIUIX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+9.29%
vs Peers
-0.06%

PIUIX Mutual Fund Performance

PIUIX performance across multiple time periods: 1-month -3.50%, YTD 9.23%, 1-year 12.86%, 3-year 17.14%, 5-year 5.09%, 10-year 9.43%.

PIUIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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