PMCKX Mutual Fund

NAV$28.60

Returns Overview

1 Month
+2.36%
3 Months
+7.60%
6 Months
+13.63%
YTD
+16.97%
1 Year
+27.78%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMCKX 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)
+16.97%
Peer Avg (YTD)
+10.82%
vs Peers
+6.16%

PMCKX Mutual Fund Performance

PMCKX performance across multiple time periods: 1-month 2.36%, YTD 16.97%, 1-year 27.78%, 3-year 17.87%, 5-year 9.92%, 10-year 9.91%.

PMCKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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