PCEKX Mutual Fund

NAV$28.15

Returns Overview

1 Month
-0.89%
3 Months
+10.40%
6 Months
+9.67%
YTD
+9.00%
1 Year
+19.71%
3 Years (annualized)
+18.37%
5 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCEKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+9.51%
vs Peers
-0.51%

PCEKX Mutual Fund Performance

PCEKX performance across multiple time periods: 1-month -0.89%, YTD 9.00%, 1-year 19.71%, 3-year 18.37%, 5-year 14.60%.

PCEKX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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