RKSAX Mutual Fund

RKSAX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
-1.98%
3 Months
+5.14%
6 Months
+11.61%
YTD
+15.72%
1 Year
+18.33%
3 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKSAX 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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+15.31%
vs Peers
+0.41%

RKSAX Mutual Fund Performance

RKSAX performance across multiple time periods: 1-month -1.98%, YTD 15.72%, 1-year 18.33%, 3-year 12.21%.

RKSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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