PCONX Mutual Fund

PCONX Mutual Fund

NAV$30.66
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Returns Overview

1 Month
+0.68%
3 Months
-4.88%
6 Months
+8.67%
YTD
+14.89%
1 Year
+17.96%
3 Years (annualized)
+14.56%
5 Years (annualized)
+4.76%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCONX 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
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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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+14.89%
Peer Avg (YTD)
+12.29%
vs Peers
+2.60%

PCONX Mutual Fund Performance

PCONX performance across multiple time periods: 1-month 0.68%, YTD 14.89%, 1-year 17.96%, 3-year 14.56%, 5-year 4.76%, 10-year 10.84%.

PCONX returns outperform the peer average of 12.29% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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