PICOX Mutual Fund

PICOX Mutual Fund

NAV$47.50
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Returns Overview

1 Month
-4.35%
3 Months
+2.27%
6 Months
+8.95%
YTD
+3.53%
1 Year
+7.76%
3 Years (annualized)
+16.32%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.95%

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
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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+7.86%
vs Peers
-4.33%

PICOX Mutual Fund Performance

PICOX performance across multiple time periods: 1-month -4.35%, YTD 3.53%, 1-year 7.76%, 3-year 16.32%, 5-year 6.33%, 10-year 8.95%.

PICOX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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