PKCBX Mutual Fund

PKCBX Mutual Fund

NAV$9.77
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Returns Overview

3 Months
+0.31%
6 Months
+1.56%
YTD
+2.31%
1 Year
+3.62%
3 Years (annualized)
+6.21%
5 Years (annualized)
+3.60%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKCBX 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
30-Year US Treasury Bond Index(^US30Y)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+1.93%
vs Peers
+0.38%

PKCBX Mutual Fund Performance

PKCBX performance across multiple time periods: YTD 2.31%, 1-year 3.62%, 3-year 6.21%, 5-year 3.60%, 10-year 3.26%.

PKCBX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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