AKRSX Mutual Fund

AKRSX Mutual Fund

NAV$66.77
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Returns Overview

1 Month
-5.36%
3 Months
-3.65%
6 Months
+2.61%
YTD
+4.37%
1 Year
+8.33%
3 Years (annualized)
+24.31%
5 Years (annualized)
+13.12%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AKRSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+14.91%
vs Peers
-10.53%

AKRSX Mutual Fund Performance

AKRSX performance across multiple time periods: 1-month -5.36%, YTD 4.37%, 1-year 8.33%, 3-year 24.31%, 5-year 13.12%, 10-year 16.32%.

AKRSX returns trail the peer average of 14.91% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

AKRSX vs another fund shows side-by-side returns. AKRSX alternatives are available in the Mutual Fund Screener.