PKSCX Mutual Fund

PKSCX Mutual Fund

NAV$29.63
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Returns Overview

1 Month
-6.31%
3 Months
-10.07%
6 Months
-2.36%
YTD
-2.03%
1 Year
-2.06%
3 Years (annualized)
+7.64%
5 Years (annualized)
+6.60%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSCX 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)
-2.03%
Peer Avg (YTD)
+10.34%
vs Peers
-12.38%

PKSCX Mutual Fund Performance

PKSCX performance across multiple time periods: 1-month -6.31%, YTD -2.03%, 1-year -2.06%, 3-year 7.64%, 5-year 6.60%, 10-year 13.68%.

PKSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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