PCKFX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
+0.40%
3 Months
+13.41%
6 Months
+11.16%
YTD
+10.59%
1 Year
+28.49%
3 Years (annualized)
+20.84%
5 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKFX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+7.64%
vs Peers
+2.95%

PCKFX Mutual Fund Performance

PCKFX performance across multiple time periods: 1-month 0.40%, YTD 10.59%, 1-year 28.49%, 3-year 20.84%, 5-year 11.73%.

PCKFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

PCKFX performance comparison shows side-by-side returns with another fund. PCKFX alternatives are available in the Mutual Fund Screener.