PKSFX Mutual Fund

PKSFX Mutual Fund

NAV$48.88
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Returns Overview

1 Month
-6.25%
3 Months
-9.86%
6 Months
-1.90%
YTD
-1.36%
1 Year
-1.13%
3 Years (annualized)
+8.70%
5 Years (annualized)
+7.66%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
+10.34%
vs Peers
-11.71%

PKSFX Mutual Fund Performance

PKSFX performance across multiple time periods: 1-month -6.25%, YTD -1.36%, 1-year -1.13%, 3-year 8.70%, 5-year 7.66%, 10-year 14.81%.

PKSFX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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