PISMX Mutual Fund

NAV$12.84

Returns Overview

1 Month
-0.70%
3 Months
+0.55%
6 Months
-4.39%
YTD
+2.23%
1 Year
+11.24%
3 Years (annualized)
+13.42%
5 Years (annualized)
+3.96%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISMX 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
MSCI World Ex USA Small Cap Index NTR
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+9.16%
vs Peers
-6.93%

PISMX Mutual Fund Performance

PISMX performance across multiple time periods: 1-month -0.70%, YTD 2.23%, 1-year 11.24%, 3-year 13.42%, 5-year 3.96%, 10-year 7.18%.

PISMX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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