RKSIX Mutual Fund

RKSIX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
-1.97%
3 Months
+5.19%
6 Months
+11.72%
YTD
+15.82%
1 Year
+18.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKSIX 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)
+15.82%
Peer Avg (YTD)
+15.31%
vs Peers
+0.51%

RKSIX Mutual Fund Performance

RKSIX performance across multiple time periods: 1-month -1.97%, YTD 15.82%, 1-year 18.62%.

RKSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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