PYGIX Mutual Fund

NAV$7.49

Returns Overview

1 Month
+0.37%
3 Months
+2.00%
6 Months
+1.32%
YTD
+1.45%
1 Year
+3.85%
3 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYGIX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.99%
vs Peers
+0.46%

PYGIX Mutual Fund Performance

PYGIX performance across multiple time periods: 1-month 0.37%, YTD 1.45%, 1-year 3.85%, 3-year 5.04%.

PYGIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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