PIMSX Mutual Fund

NAV$4.54

Returns Overview

1 Month
-0.44%
3 Months
-0.66%
6 Months
-1.09%
YTD
-0.87%
1 Year
+4.51%
3 Years (annualized)
+6.28%
5 Years (annualized)
+3.07%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIMSX 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
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
-0.87%
Peer Avg (YTD)
+3.23%
vs Peers
-4.10%

PIMSX Mutual Fund Performance

PIMSX performance across multiple time periods: 1-month -0.44%, YTD -0.87%, 1-year 4.51%, 3-year 6.28%, 5-year 3.07%, 10-year 3.17%.

PIMSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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