PCKGX Mutual Fund

PCKGX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
+0.46%
3 Months
+13.48%
6 Months
+11.34%
YTD
+10.70%
1 Year
+28.79%
3 Years (annualized)
+21.15%
5 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKGX 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)
+10.70%
Peer Avg (YTD)
+7.64%
vs Peers
+3.06%

PCKGX Mutual Fund Performance

PCKGX performance across multiple time periods: 1-month 0.46%, YTD 10.70%, 1-year 28.79%, 3-year 21.15%, 5-year 12.02%.

PCKGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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