PICEX Mutual Fund

PICEX Mutual Fund

NAV$6.89
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Returns Overview

1 Month
-4.87%
3 Months
-0.90%
6 Months
-0.75%
YTD
-12.75%
1 Year
-11.59%
3 Years (annualized)
+0.76%
5 Years (annualized)
-5.87%
10 Years (annualized)
-0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICEX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
-12.75%
Peer Avg (YTD)
+20.48%
vs Peers
-33.23%

PICEX Mutual Fund Performance

PICEX performance across multiple time periods: 1-month -4.87%, YTD -12.75%, 1-year -11.59%, 3-year 0.76%, 5-year -5.87%, 10-year -0.41%.

PICEX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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