PKCRX Mutual Fund

PKCRX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-0.33%
3 Months
+0.78%
6 Months
+2.74%
YTD
+2.15%
1 Year
+3.47%
3 Years (annualized)
+6.14%
5 Years (annualized)
+3.45%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKCRX 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
30-Year US Treasury Bond Index(^US30Y)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+0.50%
vs Peers
+1.65%

PKCRX Mutual Fund Performance

PKCRX performance across multiple time periods: 1-month -0.33%, YTD 2.15%, 1-year 3.47%, 3-year 6.14%, 5-year 3.45%, 10-year 3.06%.

PKCRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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