PISOX Mutual Fund

NAV$15.48

Returns Overview

1 Month
+1.91%
3 Months
+1.24%
6 Months
+3.75%
YTD
+7.65%
1 Year
+13.91%
3 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PISOX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+9.13%
vs Peers
-1.48%

PISOX Mutual Fund Performance

PISOX performance across multiple time periods: 1-month 1.91%, YTD 7.65%, 1-year 13.91%, 3-year 11.84%.

PISOX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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