RKSIX Mutual Fund

NAV$12.83

Returns Overview

1 Month
-1.84%
3 Months
+5.25%
6 Months
+9.28%
YTD
+14.66%
1 Year
+19.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKSIX 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)
+14.66%
Peer Avg (YTD)
+18.52%
vs Peers
-3.87%

RKSIX Mutual Fund Performance

RKSIX performance across multiple time periods: 1-month -1.84%, YTD 14.66%, 1-year 19.86%.

RKSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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