PCONX Mutual Fund

PCONX Mutual Fund

NAV$28.15
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Returns Overview

1 Month
-5.73%
3 Months
-6.25%
6 Months
-6.27%
YTD
+5.34%
1 Year
+4.18%
3 Years (annualized)
+14.66%
5 Years (annualized)
+3.24%
10 Years (annualized)
+10.04%

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)
+5.34%
Peer Avg (YTD)
+5.45%
vs Peers
-0.10%

PCONX Mutual Fund Performance

PCONX performance across multiple time periods: 1-month -5.73%, YTD 5.34%, 1-year 4.18%, 3-year 14.66%, 5-year 3.24%, 10-year 10.04%.

PCONX returns trail the peer average of 5.45% 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.