PIOQX Mutual Fund

PIOQX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+2.41%
3 Months
-0.12%
6 Months
-0.94%
YTD
-1.49%
1 Year
-1.15%
3 Years (annualized)
+5.07%
5 Years (annualized)
-0.45%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.49%
Peer Avg (YTD)
+2.28%
vs Peers
-3.78%

PIOQX Mutual Fund Performance

PIOQX performance across multiple time periods: 1-month 2.41%, YTD -1.49%, 1-year -1.15%, 3-year 5.07%, 5-year -0.45%, 10-year 1.45%.

PIOQX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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