PICMX Mutual Fund

NAV$40.35

Returns Overview

1 Month
+2.58%
3 Months
+11.85%
6 Months
-3.30%
YTD
-3.23%
1 Year
+18.49%
3 Years (annualized)
+11.31%
5 Years (annualized)
+1.09%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.23%
Peer Avg (YTD)
+10.82%
vs Peers
-14.04%

PICMX Mutual Fund Performance

PICMX performance across multiple time periods: 1-month 2.58%, YTD -3.23%, 1-year 18.49%, 3-year 11.31%, 5-year 1.09%, 10-year 14.06%.

PICMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

PICMX performance comparison shows side-by-side returns with another fund. PICMX alternatives are available in the Mutual Fund Screener.