PCKJX Mutual Fund

PCKJX Mutual Fund

NAV$15.60
See how much of PCKJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.03%
3 Months
+0.59%
6 Months
+14.33%
YTD
+11.59%
1 Year
+15.49%
3 Years (annualized)
+21.67%
5 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKJX 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)
+11.59%
Peer Avg (YTD)
+7.09%
vs Peers
+4.51%

PCKJX Mutual Fund Performance

PCKJX performance across multiple time periods: 1-month -1.03%, YTD 11.59%, 1-year 15.49%, 3-year 21.67%, 5-year 11.99%.

PCKJX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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