PKAAX Mutual Fund

PKAAX Mutual Fund

NAV$17.56
See how much of PKAAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.01%
3 Months
+12.33%
6 Months
+23.74%
YTD
+30.11%
1 Year
+47.90%
3 Years (annualized)
+22.72%
5 Years (annualized)
+15.54%
10 Years (annualized)
+13.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+30.11%
Peer Avg (YTD)
+11.41%
vs Peers
+18.70%

PKAAX Mutual Fund Performance

PKAAX performance across multiple time periods: 1-month 6.01%, YTD 30.11%, 1-year 47.90%, 3-year 22.72%, 5-year 15.54%, 10-year 13.53%.

PKAAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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