PICRX Mutual Fund

NAV$44.13

Returns Overview

1 Month
+1.42%
3 Months
+2.25%
6 Months
-1.03%
YTD
+0.96%
1 Year
+4.15%
3 Years (annualized)
+13.05%
5 Years (annualized)
+5.04%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICRX 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)
+0.96%
Peer Avg (YTD)
+9.16%
vs Peers
-8.20%

PICRX Mutual Fund Performance

PICRX performance across multiple time periods: 1-month 1.42%, YTD 0.96%, 1-year 4.15%, 3-year 13.05%, 5-year 5.04%, 10-year 8.48%.

PICRX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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