PCKTX Mutual Fund

NAV$7.40
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Returns Overview

1 Month
-0.41%
3 Months
+4.29%
6 Months
+24.50%
YTD
+0.43%
1 Year
+16.60%
3 Years (annualized)
-4.13%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCKTX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+3.54%
vs Peers
-3.10%

PCKTX Mutual Fund Performance

PCKTX performance across multiple time periods: 1-month -0.41%, YTD 0.43%, 1-year 16.60%, 3-year -4.13%, 5-year 5.06%.

PCKTX returns trail the peer average of 3.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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