RKCIX Mutual Fund

NAV$10.98

Returns Overview

1 Month
-3.77%
3 Months
-4.19%
YTD
+4.57%
1 Year
+13.31%
3 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKCIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+13.49%
vs Peers
-8.92%

RKCIX Mutual Fund Performance

RKCIX performance across multiple time periods: 1-month -3.77%, YTD 4.57%, 1-year 13.31%, 3-year 9.98%.

RKCIX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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