PKCRX Mutual Fund

PKCRX Mutual Fund

NAV$9.02
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Returns Overview

3 Months
+0.33%
6 Months
+1.46%
YTD
+2.15%
1 Year
+3.47%
3 Years (annualized)
+5.98%
5 Years (annualized)
+3.36%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKCRX 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
30-Year US Treasury Bond Index(^US30Y)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+1.93%
vs Peers
+0.23%

PKCRX Mutual Fund Performance

PKCRX performance across multiple time periods: YTD 2.15%, 1-year 3.47%, 3-year 5.98%, 5-year 3.36%, 10-year 3.02%.

PKCRX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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