PKAAX Mutual Fund

NAV$16.60

Returns Overview

1 Month
+0.06%
3 Months
+13.74%
6 Months
+22.73%
YTD
+21.24%
1 Year
+39.10%
3 Years (annualized)
+21.81%
5 Years (annualized)
+13.99%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKAAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.24%
Peer Avg (YTD)
+9.49%
vs Peers
+11.75%

PKAAX Mutual Fund Performance

PKAAX performance across multiple time periods: 1-month 0.06%, YTD 21.24%, 1-year 39.10%, 3-year 21.81%, 5-year 13.99%, 10-year 13.23%.

PKAAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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