PCONX Mutual Fund

PCONX Mutual Fund

NAV$31.42
See how much of PCONX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.98%
3 Months
-0.01%
6 Months
+8.96%
YTD
+14.11%
1 Year
+18.50%
3 Years (annualized)
+13.15%
5 Years (annualized)
+5.00%
10 Years (annualized)
+10.85%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.11%
Peer Avg (YTD)
+13.29%
vs Peers
+0.82%

PCONX Mutual Fund Performance

PCONX performance across multiple time periods: 1-month -5.98%, YTD 14.11%, 1-year 18.50%, 3-year 13.15%, 5-year 5.00%, 10-year 10.85%.

PCONX returns outperform the peer average of 13.29% 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.