PLKGX Mutual Fund

NAV$104.71

Returns Overview

1 Month
+8.61%
3 Months
+28.91%
6 Months
+28.66%
YTD
+25.86%
1 Year
+37.90%
3 Years (annualized)
+22.70%
5 Years (annualized)
+10.96%
10 Years (annualized)
+17.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.86%
Peer Avg (YTD)
+18.52%
vs Peers
+7.34%

PLKGX Mutual Fund Performance

PLKGX performance across multiple time periods: 1-month 8.61%, YTD 25.86%, 1-year 37.90%, 3-year 22.70%, 5-year 10.96%, 10-year 17.59%.

PLKGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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