RKCAX Mutual Fund

RKCAX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+0.74%
3 Months
-5.01%
6 Months
-8.43%
YTD
+0.22%
1 Year
+1.39%
3 Years (annualized)
+12.85%
5 Years (annualized)
+2.27%

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
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📉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)
+0.22%
Peer Avg (YTD)
+5.18%
vs Peers
-4.96%

RKCAX Mutual Fund Performance

RKCAX performance across multiple time periods: 1-month 0.74%, YTD 0.22%, 1-year 1.39%, 3-year 12.85%, 5-year 2.27%.

RKCAX returns trail the peer average of 5.18% 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.