PKAAX Mutual Fund

PKAAX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-2.10%
3 Months
+8.01%
6 Months
+22.85%
YTD
+30.96%
1 Year
+37.55%
3 Years (annualized)
+24.78%
5 Years (annualized)
+15.91%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+30.96%
Peer Avg (YTD)
+10.00%
vs Peers
+20.96%

PKAAX Mutual Fund Performance

PKAAX performance across multiple time periods: 1-month -2.10%, YTD 30.96%, 1-year 37.55%, 3-year 24.78%, 5-year 15.91%, 10-year 14.03%.

PKAAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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