PKCBX Mutual Fund

NAV$9.71

Returns Overview

1 Month
+0.41%
3 Months
+1.15%
6 Months
+1.36%
YTD
+2.00%
1 Year
+4.41%
3 Years (annualized)
+6.48%
5 Years (annualized)
+3.57%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKCBX 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)
+2.00%
Peer Avg (YTD)
+3.23%
vs Peers
-1.23%

PKCBX Mutual Fund Performance

PKCBX performance across multiple time periods: 1-month 0.41%, YTD 2.00%, 1-year 4.41%, 3-year 6.48%, 5-year 3.57%, 10-year 3.31%.

PKCBX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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