PKAIX Mutual Fund

PKAIX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
-2.05%
3 Months
+8.10%
6 Months
+23.07%
YTD
+31.35%
1 Year
+38.09%
3 Years (annualized)
+25.30%
5 Years (annualized)
+16.37%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.35%
Peer Avg (YTD)
+10.00%
vs Peers
+21.36%

PKAIX Mutual Fund Performance

PKAIX performance across multiple time periods: 1-month -2.05%, YTD 31.35%, 1-year 38.09%, 3-year 25.30%, 5-year 16.37%, 10-year 14.50%.

PKAIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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