PITEX Mutual Fund

PITEX Mutual Fund

NAV$6.42
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Returns Overview

1 Month
+3.77%
3 Months
-1.07%
6 Months
-1.24%
YTD
-1.18%
1 Year
-0.70%
3 Years (annualized)
+4.25%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PITEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
-0.30%
vs Peers
-0.88%

PITEX Mutual Fund Performance

PITEX performance across multiple time periods: 1-month 3.77%, YTD -1.18%, 1-year -0.70%, 3-year 4.25%, 5-year 0.08%, 10-year 1.73%.

PITEX returns trail the peer average of -0.30% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

PITEX vs another fund shows side-by-side returns. PITEX alternatives are available in the Mutual Fund Screener.