SKSIX Mutual Fund

SKSIX Mutual Fund

NAV$35.12
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Returns Overview

1 Month
+3.30%
3 Months
-2.67%
6 Months
+3.06%
YTD
+19.60%
1 Year
+23.06%
3 Years (annualized)
+18.55%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SKSIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.60%
Peer Avg (YTD)
+12.21%
vs Peers
+7.39%

SKSIX Mutual Fund Performance

SKSIX performance across multiple time periods: 1-month 3.30%, YTD 19.60%, 1-year 23.06%, 3-year 18.55%, 5-year 6.90%, 10-year 9.84%.

SKSIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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