PINDX Mutual Fund

PINDX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
-4.30%
3 Months
+0.43%
6 Months
+2.89%
YTD
+8.49%
1 Year
+4.64%
3 Years (annualized)
+21.69%
5 Years (annualized)
+10.69%
10 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+4.64%
vs Peers
+3.85%

PINDX Mutual Fund Performance

PINDX performance across multiple time periods: 1-month -4.30%, YTD 8.49%, 1-year 4.64%, 3-year 21.69%, 5-year 10.69%, 10-year 16.26%.

PINDX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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