PKSCX Mutual Fund

NAV$32.02

Returns Overview

1 Month
+7.01%
3 Months
+8.57%
6 Months
+10.00%
YTD
+8.93%
1 Year
+28.64%
3 Years (annualized)
+16.87%
5 Years (annualized)
+16.75%
10 Years (annualized)
+21.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+18.52%
vs Peers
-9.59%

PKSCX Mutual Fund Performance

PKSCX performance across multiple time periods: 1-month 7.01%, YTD 8.93%, 1-year 28.64%, 3-year 16.87%, 5-year 16.75%, 10-year 21.06%.

PKSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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