RKCAX Mutual Fund

NAV$11.15

Returns Overview

1 Month
+0.74%
3 Months
+8.37%
6 Months
+10.52%
YTD
+9.00%
1 Year
+13.03%
3 Years (annualized)
+9.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+13.49%
vs Peers
-4.49%

RKCAX Mutual Fund Performance

RKCAX performance across multiple time periods: 1-month 0.74%, YTD 9.00%, 1-year 13.03%, 3-year 9.70%.

RKCAX returns trail the peer average of 13.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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