PCKHX Mutual Fund

NAV$15.48

Returns Overview

1 Month
+0.46%
3 Months
+13.53%
6 Months
+11.46%
YTD
+10.81%
1 Year
+29.08%
3 Years (annualized)
+21.46%
5 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.81%
Peer Avg (YTD)
+7.64%
vs Peers
+3.17%

PCKHX Mutual Fund Performance

PCKHX performance across multiple time periods: 1-month 0.46%, YTD 10.81%, 1-year 29.08%, 3-year 21.46%, 5-year 12.29%.

PCKHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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