SKSIX Mutual Fund

NAV$36.35

Returns Overview

1 Month
-0.85%
3 Months
+9.13%
6 Months
+18.56%
YTD
+24.10%
1 Year
+40.27%
3 Years (annualized)
+17.21%
5 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SKSIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.10%
Peer Avg (YTD)
+18.52%
vs Peers
+5.58%

SKSIX Mutual Fund Performance

SKSIX performance across multiple time periods: 1-month -0.85%, YTD 24.10%, 1-year 40.27%, 3-year 17.21%, 5-year 9.27%.

SKSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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