PICOX Mutual Fund

PICOX Mutual Fund

NAV$48.77
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Returns Overview

1 Month
+2.90%
3 Months
+4.54%
6 Months
+1.92%
YTD
+4.17%
1 Year
+11.75%
3 Years (annualized)
+13.58%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICOX 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
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📉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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+8.67%
vs Peers
-4.49%

PICOX Mutual Fund Performance

PICOX performance across multiple time periods: 1-month 2.90%, YTD 4.17%, 1-year 11.75%, 3-year 13.58%, 5-year 6.00%, 10-year 8.95%.

PICOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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