PKSAX Mutual Fund

PKSAX Mutual Fund

NAV$43.93
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Returns Overview

1 Month
-6.28%
3 Months
-9.93%
6 Months
-2.05%
YTD
-1.56%
1 Year
-1.39%
3 Years (annualized)
+8.40%
5 Years (annualized)
+7.37%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSAX 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)
-1.56%
Peer Avg (YTD)
+10.34%
vs Peers
-11.90%

PKSAX Mutual Fund Performance

PKSAX performance across multiple time periods: 1-month -6.28%, YTD -1.56%, 1-year -1.39%, 3-year 8.40%, 5-year 7.37%, 10-year 14.50%.

PKSAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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