PKSFX Mutual Fund

PKSFX Mutual Fund

NAV$52.76
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Returns Overview

1 Month
-3.05%
3 Months
+0.04%
6 Months
+0.25%
YTD
+7.13%
1 Year
+4.62%
3 Years (annualized)
+8.91%
5 Years (annualized)
+8.13%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSFX 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)
+7.13%
Peer Avg (YTD)
+15.31%
vs Peers
-8.18%

PKSFX Mutual Fund Performance

PKSFX performance across multiple time periods: 1-month -3.05%, YTD 7.13%, 1-year 4.62%, 3-year 8.91%, 5-year 8.13%, 10-year 15.05%.

PKSFX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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