PKAPX Mutual Fund

PKAPX Mutual Fund

NAV$18.65
See how much of PKAPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.98%
3 Months
+8.03%
6 Months
+21.46%
YTD
+39.10%
1 Year
+44.25%
3 Years (annualized)
+28.70%
5 Years (annualized)
+17.48%
10 Years (annualized)
+15.02%

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
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)
+39.10%
Peer Avg (YTD)
+12.44%
vs Peers
+26.67%

PKAPX Mutual Fund Performance

PKAPX performance across multiple time periods: 1-month 5.98%, YTD 39.10%, 1-year 44.25%, 3-year 28.70%, 5-year 17.48%, 10-year 15.02%.

PKAPX returns outperform the peer average of 12.44% 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.