RKSIX Mutual Fund

RKSIX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+1.06%
3 Months
-4.48%
6 Months
+0.49%
YTD
+10.63%
1 Year
+9.33%
3 Years (annualized)
+15.76%

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)
+10.63%
Peer Avg (YTD)
+12.21%
vs Peers
-1.57%

RKSIX Mutual Fund Performance

RKSIX performance across multiple time periods: 1-month 1.06%, YTD 10.63%, 1-year 9.33%, 3-year 15.76%.

RKSIX returns trail the peer average of 12.21% 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.