PICFX Mutual Fund

PICFX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
-0.99%
3 Months
+1.79%
6 Months
+2.36%
YTD
+3.72%
1 Year
+9.04%
3 Years (annualized)
+6.96%
5 Years (annualized)
+1.84%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+3.39%
vs Peers
+0.33%

PICFX Mutual Fund Performance

PICFX performance across multiple time periods: 1-month -0.99%, YTD 3.72%, 1-year 9.04%, 3-year 6.96%, 5-year 1.84%, 10-year 2.40%.

PICFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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