PCKBX Mutual Fund

PCKBX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
-0.94%
3 Months
+3.35%
6 Months
+7.08%
YTD
+9.29%
1 Year
+19.79%
3 Years (annualized)
+18.82%
5 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+6.99%
vs Peers
+2.30%

PCKBX Mutual Fund Performance

PCKBX performance across multiple time periods: 1-month -0.94%, YTD 9.29%, 1-year 19.79%, 3-year 18.82%, 5-year 10.82%.

PCKBX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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