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Often times brokerage accounts do not take into account the total return value of your investments (they neglect to factor in things like dividends). From purely a price standpoint PIMIX appears to be down 3.5%, but your total return (including dividends) would be closer to the return referenced by @Ted and probably M* states.Jojo, when I look at my brokerage account, it show that I am down 3.5%. I'm looking at that, as well as at M*.
Article:If one is so inclined, a superior way to make a long-term bet on health care stocks would be to equal-weight the portfolio. Since the start of 1990, the S&P 500 equal-weighted health care sector (14.3% CAGR) has outperformed both the broader index and the market capitalization-weighted S&P 500 health care sector, while suffering less severe drawdowns:
This year is on track to deliver the lowest share of positive returns adjusted for inflation across 17 major asset classes since 2008
https://www.bloomberg.com/news/articles/2018-09-26/revenge-of-real-rates-2018-poised-for-worst-returns-in-a-decadean age-old pattern is unfolding: Better growth --> Fed tightening --> higher real rates --> slower growth --> equities, challenged by a higher discount rate and the growth drag
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