PCKEX Mutual Fund

PCKEX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
-1.36%
3 Months
+0.07%
6 Months
+3.69%
YTD
+10.00%
1 Year
+12.11%
3 Years (annualized)
+23.18%
5 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKEX 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)
+10.00%
Peer Avg (YTD)
+6.70%
vs Peers
+3.30%

PCKEX Mutual Fund Performance

PCKEX performance across multiple time periods: 1-month -1.36%, YTD 10.00%, 1-year 12.11%, 3-year 23.18%, 5-year 11.31%.

PCKEX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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