PKSCX Mutual Fund

PKSCX Mutual Fund

NAV$32.06
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Returns Overview

1 Month
-3.12%
3 Months
-0.19%
6 Months
-0.19%
YTD
+6.56%
1 Year
+3.61%
3 Years (annualized)
+7.85%
5 Years (annualized)
+7.07%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+15.31%
vs Peers
-8.75%

PKSCX Mutual Fund Performance

PKSCX performance across multiple time periods: 1-month -3.12%, YTD 6.56%, 1-year 3.61%, 3-year 7.85%, 5-year 7.07%, 10-year 13.91%.

PKSCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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