CKKRX Mutual Fund

CKKRX Mutual Fund

NAV$12.70
See how much of CKKRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+1.17%
6 Months
+2.80%
YTD
+4.24%
1 Year
+10.16%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.35%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CKKRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+3.39%
vs Peers
+0.85%

CKKRX Mutual Fund Performance

CKKRX performance across multiple time periods: 1-month -0.44%, YTD 4.24%, 1-year 10.16%, 3-year 8.58%, 5-year 3.35%, 10-year 5.26%.

CKKRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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