PYCEX Mutual Fund

PYCEX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-0.47%
3 Months
-2.11%
6 Months
-1.70%
YTD
+0.25%
1 Year
+1.10%
3 Years (annualized)
+7.55%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PYCEX 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
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.43%
vs Peers
-0.18%

PYCEX Mutual Fund Performance

PYCEX performance across multiple time periods: 1-month -0.47%, YTD 0.25%, 1-year 1.10%, 3-year 7.55%, 5-year 2.20%, 10-year 3.55%.

PYCEX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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