PICMX Mutual Fund

PICMX Mutual Fund

NAV$39.28
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Returns Overview

1 Month
-3.34%
3 Months
-6.40%
6 Months
+4.70%
YTD
-9.42%
1 Year
-13.75%
3 Years (annualized)
+0.12%
5 Years (annualized)
-6.04%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PICMX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-9.42%
Peer Avg (YTD)
+6.72%
vs Peers
-16.14%

PICMX Mutual Fund Performance

PICMX performance across multiple time periods: 1-month -3.34%, YTD -9.42%, 1-year -13.75%, 3-year 0.12%, 5-year -6.04%, 10-year 10.25%.

PICMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

PICMX vs another fund shows side-by-side returns. PICMX alternatives are available in the Mutual Fund Screener.