PISHX Mutual Fund

NAV$10.41

Returns Overview

1 Month
-0.76%
3 Months
-0.86%
6 Months
-1.42%
YTD
-0.76%
1 Year
+8.20%
3 Years (annualized)
+11.61%
5 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISHX 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
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+2.03%
vs Peers
-2.80%

PISHX Mutual Fund Performance

PISHX performance across multiple time periods: 1-month -0.76%, YTD -0.76%, 1-year 8.20%, 3-year 11.61%, 5-year 4.04%.

PISHX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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