CKKRX Mutual Fund

NAV$12.76

Returns Overview

1 Month
+0.72%
3 Months
+3.92%
6 Months
+4.95%
YTD
+4.70%
1 Year
+10.69%
3 Years (annualized)
+9.26%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CKKRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+4.14%
vs Peers
+0.56%

CKKRX Mutual Fund Performance

CKKRX performance across multiple time periods: 1-month 0.72%, YTD 4.70%, 1-year 10.69%, 3-year 9.26%, 5-year 3.52%, 10-year 5.49%.

CKKRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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