PCKGX Mutual Fund

PCKGX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+2.42%
3 Months
+1.96%
6 Months
+9.07%
YTD
+12.36%
1 Year
+20.18%
3 Years (annualized)
+21.30%
5 Years (annualized)
+11.57%

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)
+12.36%
Peer Avg (YTD)
+8.76%
vs Peers
+3.60%

PCKGX Mutual Fund Performance

PCKGX performance across multiple time periods: 1-month 2.42%, YTD 12.36%, 1-year 20.18%, 3-year 21.30%, 5-year 11.57%.

PCKGX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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