PCONX Mutual Fund

NAV$29.82

Returns Overview

1 Month
-8.67%
3 Months
-1.91%
6 Months
+3.25%
YTD
+8.44%
1 Year
+28.18%
3 Years (annualized)
+16.24%
5 Years (annualized)
+6.21%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCONX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+18.00%
vs Peers
-9.57%

PCONX Mutual Fund Performance

PCONX performance across multiple time periods: 1-month -8.67%, YTD 8.44%, 1-year 28.18%, 3-year 16.24%, 5-year 6.21%, 10-year 12.04%.

PCONX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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