RKCAX Mutual Fund

RKCAX Mutual Fund

NAV$10.89
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Returns Overview

1 Month
-3.21%
3 Months
-3.60%
6 Months
+1.01%
YTD
+6.97%
1 Year
+7.82%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKCAX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+11.31%
vs Peers
-4.34%

RKCAX Mutual Fund Performance

RKCAX performance across multiple time periods: 1-month -3.21%, YTD 6.97%, 1-year 7.82%, 3-year 7.83%, 5-year 3.68%.

RKCAX returns trail the peer average of 11.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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