PKSFX Mutual Fund

PKSFX Mutual Fund

NAV$52.84
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Returns Overview

1 Month
+5.98%
3 Months
-1.46%
6 Months
-1.42%
YTD
+4.54%
1 Year
+7.25%
3 Years (annualized)
+11.49%
5 Years (annualized)
+7.05%
10 Years (annualized)
+15.07%

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)
+4.54%
Peer Avg (YTD)
+12.21%
vs Peers
-7.67%

PKSFX Mutual Fund Performance

PKSFX performance across multiple time periods: 1-month 5.98%, YTD 4.54%, 1-year 7.25%, 3-year 11.49%, 5-year 7.05%, 10-year 15.07%.

PKSFX returns trail the peer average of 12.21% 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.