PINRX Mutual Fund

NAV$18.16

Returns Overview

1 Month
+1.06%
3 Months
+3.36%
6 Months
+2.02%
YTD
+5.77%
1 Year
+18.01%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PINRX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+9.13%
vs Peers
-3.37%

PINRX Mutual Fund Performance

PINRX performance across multiple time periods: 1-month 1.06%, YTD 5.77%, 1-year 18.01%, 3-year 15.71%, 5-year 7.01%, 10-year 9.04%.

PINRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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