PIPAX Mutual Fund

NAV$9.34

Returns Overview

1 Month
+2.82%
3 Months
+13.62%
6 Months
+12.54%
YTD
+11.73%
1 Year
+29.19%
3 Years (annualized)
+19.41%
5 Years (annualized)
+12.94%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIPAX 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
MSCI EAFE Hedged USD Index(^MSCIEAFEHUSDI)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+8.61%
vs Peers
+3.13%

PIPAX Mutual Fund Performance

PIPAX performance across multiple time periods: 1-month 2.82%, YTD 11.73%, 1-year 29.19%, 3-year 19.41%, 5-year 12.94%, 10-year 12.87%.

PIPAX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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