PIUIX Mutual Fund

NAV$10.17

Returns Overview

1 Month
-0.59%
3 Months
+11.84%
6 Months
+12.33%
YTD
+11.10%
1 Year
-59.85%
3 Years (annualized)
-19.88%
5 Years (annualized)
-15.59%
10 Years (annualized)
-1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIUIX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.13%
vs Peers
+1.97%

PIUIX Mutual Fund Performance

PIUIX performance across multiple time periods: 1-month -0.59%, YTD 11.10%, 1-year -59.85%, 3-year -19.88%, 5-year -15.59%, 10-year -1.58%.

PIUIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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