PICFX Mutual Fund

PICFX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
+1.33%
3 Months
+1.04%
6 Months
+2.00%
YTD
+5.10%
1 Year
+8.91%
3 Years (annualized)
+8.04%
5 Years (annualized)
+2.08%
10 Years (annualized)
+2.47%

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)
+5.10%
Peer Avg (YTD)
+3.78%
vs Peers
+1.32%

PICFX Mutual Fund Performance

PICFX performance across multiple time periods: 1-month 1.33%, YTD 5.10%, 1-year 8.91%, 3-year 8.04%, 5-year 2.08%, 10-year 2.47%.

PICFX returns outperform the peer average of 3.78% 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.