PKBIX Mutual Fund

NAV$10.12

Returns Overview

1 Month
+0.50%
3 Months
+1.20%
6 Months
+1.40%
YTD
+2.12%
1 Year
+4.72%
3 Years (annualized)
+6.77%
5 Years (annualized)
+3.83%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKBIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
30-Year US Treasury Bond Index(^US30Y)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+3.23%
vs Peers
-1.11%

PKBIX Mutual Fund Performance

PKBIX performance across multiple time periods: 1-month 0.50%, YTD 2.12%, 1-year 4.72%, 3-year 6.77%, 5-year 3.83%, 10-year 3.57%.

PKBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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