PKAIX Mutual Fund

NAV$18.03
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.18%
3 Months
+13.84%
6 Months
+23.02%
YTD
+21.51%
1 Year
+39.71%
3 Years (annualized)
+22.30%
5 Years (annualized)
+14.46%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.51%
Peer Avg (YTD)
+9.49%
vs Peers
+12.02%

PKAIX Mutual Fund Performance

PKAIX performance across multiple time periods: 1-month 0.18%, YTD 21.51%, 1-year 39.71%, 3-year 22.30%, 5-year 14.46%, 10-year 13.70%.

PKAIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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