PCKFX Mutual Fund

PCKFX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
-1.11%
3 Months
+0.40%
6 Months
+13.86%
YTD
+11.03%
1 Year
+14.60%
3 Years (annualized)
+21.04%
5 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.03%
Peer Avg (YTD)
+7.10%
vs Peers
+3.93%

PCKFX Mutual Fund Performance

PCKFX performance across multiple time periods: 1-month -1.11%, YTD 11.03%, 1-year 14.60%, 3-year 21.04%, 5-year 11.31%.

PCKFX returns outperform the peer average of 7.10% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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