PCIEX Mutual Fund

NAV$21.63

Returns Overview

1 Month
-0.10%
3 Months
+8.69%
6 Months
+7.90%
YTD
+7.28%
1 Year
+9.85%
3 Years (annualized)
+14.29%
5 Years (annualized)
+8.29%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCIEX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+9.13%
vs Peers
-1.85%

PCIEX Mutual Fund Performance

PCIEX performance across multiple time periods: 1-month -0.10%, YTD 7.28%, 1-year 9.85%, 3-year 14.29%, 5-year 8.29%, 10-year 9.32%.

PCIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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