PCKIX Mutual Fund

PCKIX Mutual Fund

NAV$15.63
See how much of PCKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.85%
3 Months
+3.62%
6 Months
+7.66%
YTD
+10.00%
1 Year
+21.02%
3 Years (annualized)
+19.80%
5 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKIX 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

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)
+6.99%
vs Peers
+3.01%

PCKIX Mutual Fund Performance

PCKIX performance across multiple time periods: 1-month -0.85%, YTD 10.00%, 1-year 21.02%, 3-year 19.80%, 5-year 11.03%.

PCKIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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