PIOTX Mutual Fund

NAV$27.49

Returns Overview

1 Month
-0.93%
3 Months
+10.29%
6 Months
+9.52%
YTD
+8.85%
1 Year
+19.36%
3 Years (annualized)
+18.03%
5 Years (annualized)
+14.27%
10 Years (annualized)
+19.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIOTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+9.51%
vs Peers
-0.66%

PIOTX Mutual Fund Performance

PIOTX performance across multiple time periods: 1-month -0.93%, YTD 8.85%, 1-year 19.36%, 3-year 18.03%, 5-year 14.27%, 10-year 19.98%.

PIOTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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