PKSFX Mutual Fund

NAV$52.60

Returns Overview

1 Month
-1.13%
3 Months
+1.56%
6 Months
+0.79%
YTD
+7.06%
1 Year
+23.02%
3 Years (annualized)
+15.90%
5 Years (annualized)
+11.69%
10 Years (annualized)
+16.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+18.52%
vs Peers
-11.46%

PKSFX Mutual Fund Performance

PKSFX performance across multiple time periods: 1-month -1.13%, YTD 7.06%, 1-year 23.02%, 3-year 15.90%, 5-year 11.69%, 10-year 16.87%.

PKSFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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