PLKGX Mutual Fund

PLKGX Mutual Fund

NAV$96.19
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Returns Overview

1 Month
-2.08%
3 Months
-4.40%
6 Months
+5.93%
YTD
+13.25%
1 Year
+14.94%
3 Years (annualized)
+16.96%
5 Years (annualized)
+6.84%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLKGX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+15.20%
vs Peers
-1.95%

PLKGX Mutual Fund Performance

PLKGX performance across multiple time periods: 1-month -2.08%, YTD 13.25%, 1-year 14.94%, 3-year 16.96%, 5-year 6.84%, 10-year 14.98%.

PLKGX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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