PYCEX Mutual Fund

NAV$8.71

Returns Overview

1 Month
+0.28%
3 Months
+3.35%
6 Months
+2.79%
YTD
+2.79%
1 Year
+7.31%
3 Years (annualized)
+8.06%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.14%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan CEMBI Broad Diversified Index(^JPCEMBIBDI)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+3.07%
vs Peers
-0.28%

PYCEX Mutual Fund Performance

PYCEX performance across multiple time periods: 1-month 0.28%, YTD 2.79%, 1-year 7.31%, 3-year 8.06%, 5-year 2.64%, 10-year 4.14%.

PYCEX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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