RKSAX Mutual Fund

NAV$12.65

Returns Overview

1 Month
-0.94%
3 Months
+4.20%
6 Months
+6.93%
YTD
+13.66%
1 Year
+19.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKSAX 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 Total Return(^RTR)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+18.52%
vs Peers
-4.87%

RKSAX Mutual Fund Performance

RKSAX performance across multiple time periods: 1-month -0.94%, YTD 13.66%, 1-year 19.68%.

RKSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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