RKCIX Mutual Fund

RKCIX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-3.19%
3 Months
-3.54%
6 Months
+1.14%
YTD
+7.13%
1 Year
+8.08%
3 Years (annualized)
+8.11%
5 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKCIX 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)
+7.13%
Peer Avg (YTD)
+11.31%
vs Peers
-4.18%

RKCIX Mutual Fund Performance

RKCIX performance across multiple time periods: 1-month -3.19%, YTD 7.13%, 1-year 8.08%, 3-year 8.11%, 5-year 3.95%.

RKCIX returns trail the peer average of 11.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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