PISIX Mutual Fund

NAV$10.33

Returns Overview

1 Month
+2.86%
3 Months
+13.69%
6 Months
+12.84%
YTD
+12.00%
1 Year
+29.73%
3 Years (annualized)
+19.89%
5 Years (annualized)
+13.41%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISIX 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)
+12.00%
Peer Avg (YTD)
+8.61%
vs Peers
+3.39%

PISIX Mutual Fund Performance

PISIX performance across multiple time periods: 1-month 2.86%, YTD 12.00%, 1-year 29.73%, 3-year 19.89%, 5-year 13.41%, 10-year 13.32%.

PISIX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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