REKTX Mutual Fund

REKTX Mutual Fund

NAV$31.68
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Returns Overview

1 Month
-1.85%
3 Months
-1.73%
6 Months
+1.70%
YTD
+6.70%
1 Year
+8.87%
3 Years (annualized)
+19.35%
5 Years (annualized)
+7.82%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REKTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+6.70%
vs Peers
-0.00%

REKTX Mutual Fund Performance

REKTX performance across multiple time periods: 1-month -1.85%, YTD 6.70%, 1-year 8.87%, 3-year 19.35%, 5-year 7.82%, 10-year 11.62%.

REKTX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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