PICEX Mutual Fund

NAV$6.61

Returns Overview

1 Month
-1.62%
3 Months
+0.15%
6 Months
-10.90%
YTD
-11.96%
1 Year
-8.11%
3 Years (annualized)
-1.50%
5 Years (annualized)
-8.01%
10 Years (annualized)
-0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
-11.96%
Peer Avg (YTD)
+23.08%
vs Peers
-35.03%

PICEX Mutual Fund Performance

PICEX performance across multiple time periods: 1-month -1.62%, YTD -11.96%, 1-year -8.11%, 3-year -1.50%, 5-year -8.01%, 10-year -0.15%.

PICEX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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