PCEKX Mutual Fund

PCEKX Mutual Fund

NAV$28.87
See how much of PCEKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.84%
3 Months
+3.74%
6 Months
+10.64%
YTD
+16.46%
1 Year
+18.28%
3 Years (annualized)
+21.01%
5 Years (annualized)
+10.12%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEKX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+9.28%
vs Peers
+7.18%

PCEKX Mutual Fund Performance

PCEKX performance across multiple time periods: 1-month 4.84%, YTD 16.46%, 1-year 18.28%, 3-year 21.01%, 5-year 10.12%, 10-year 13.69%.

PCEKX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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