PICOX Mutual Fund

NAV$46.46

Returns Overview

1 Month
+1.13%
3 Months
+3.96%
6 Months
-0.62%
YTD
+2.63%
1 Year
+4.86%
3 Years (annualized)
+13.80%
5 Years (annualized)
+5.73%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+9.16%
vs Peers
-6.53%

PICOX Mutual Fund Performance

PICOX performance across multiple time periods: 1-month 1.13%, YTD 2.63%, 1-year 4.86%, 3-year 13.80%, 5-year 5.73%.

PICOX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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