PIPIX Mutual Fund

NAV$7.71

Returns Overview

1 Month
-0.52%
3 Months
-1.15%
6 Months
+0.26%
YTD
+0.52%
1 Year
+3.23%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.69%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIPIX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+3.23%
vs Peers
-2.71%

PIPIX Mutual Fund Performance

PIPIX performance across multiple time periods: 1-month -0.52%, YTD 0.52%, 1-year 3.23%, 3-year 3.60%, 5-year 0.69%, 10-year 2.30%.

PIPIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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