PIREX Mutual Fund

NAV$32.91

Returns Overview

1 Month
+1.29%
3 Months
+10.14%
6 Months
+13.76%
YTD
+13.56%
1 Year
+12.13%
3 Years (annualized)
+9.34%
5 Years (annualized)
+3.47%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIREX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+11.24%
vs Peers
+2.31%

PIREX Mutual Fund Performance

PIREX performance across multiple time periods: 1-month 1.29%, YTD 13.56%, 1-year 12.13%, 3-year 9.34%, 5-year 3.47%, 10-year 6.01%.

PIREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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