PIGIX Mutual Fund

NAV$8.88

Returns Overview

1 Month
-1.77%
3 Months
-1.88%
6 Months
-3.37%
YTD
-3.37%
1 Year
+4.62%
3 Years (annualized)
+5.76%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIGIX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.37%
Peer Avg (YTD)
+3.23%
vs Peers
-6.60%

PIGIX Mutual Fund Performance

PIGIX performance across multiple time periods: 1-month -1.77%, YTD -3.37%, 1-year 4.62%, 3-year 5.76%, 5-year 0.61%, 10-year 2.85%.

PIGIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

PIGIX performance comparison shows side-by-side returns with another fund. PIGIX alternatives are available in the Mutual Fund Screener.