PCKPX Mutual Fund

PCKPX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-7.33%
3 Months
-9.96%
6 Months
+10.42%
YTD
+8.82%
1 Year
+13.45%
3 Years (annualized)
+18.17%
5 Years (annualized)
+10.08%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKPX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+10.34%
vs Peers
-1.52%

PCKPX Mutual Fund Performance

PCKPX performance across multiple time periods: 1-month -7.33%, YTD 8.82%, 1-year 13.45%, 3-year 18.17%, 5-year 10.08%, 10-year 12.64%.

PCKPX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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