PICMX Mutual Fund

PICMX Mutual Fund

NAV$40.06
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Returns Overview

1 Month
-1.16%
3 Months
+2.62%
6 Months
-2.08%
YTD
-4.35%
1 Year
-9.70%
3 Years (annualized)
+0.40%
5 Years (annualized)
-4.48%
10 Years (annualized)
+10.62%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.35%
Peer Avg (YTD)
+9.54%
vs Peers
-13.89%

PICMX Mutual Fund Performance

PICMX performance across multiple time periods: 1-month -1.16%, YTD -4.35%, 1-year -9.70%, 3-year 0.40%, 5-year -4.48%, 10-year 10.62%.

PICMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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