PKAAX Mutual Fund

PKAAX Mutual Fund

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Returns Overview

1 Month
+5.97%
3 Months
+7.97%
6 Months
+21.29%
YTD
+38.77%
1 Year
+43.79%
3 Years (annualized)
+28.32%
5 Years (annualized)
+17.12%
10 Years (annualized)
+14.68%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+38.77%
Peer Avg (YTD)
+12.44%
vs Peers
+26.33%

PKAAX Mutual Fund Performance

PKAAX performance across multiple time periods: 1-month 5.97%, YTD 38.77%, 1-year 43.79%, 3-year 28.32%, 5-year 17.12%, 10-year 14.68%.

PKAAX returns outperform the peer average of 12.44% 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.