PKAPX Mutual Fund

PKAPX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
+6.04%
3 Months
+12.43%
6 Months
+23.94%
YTD
+30.39%
1 Year
+48.46%
3 Years (annualized)
+23.11%
5 Years (annualized)
+15.89%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAPX 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
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🏦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)
+30.39%
Peer Avg (YTD)
+11.41%
vs Peers
+18.98%

PKAPX Mutual Fund Performance

PKAPX performance across multiple time periods: 1-month 6.04%, YTD 30.39%, 1-year 48.46%, 3-year 23.11%, 5-year 15.89%, 10-year 13.89%.

PKAPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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