RKCAX Mutual Fund

RKCAX Mutual Fund

NAV$10.63
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Returns Overview

1 Month
-4.20%
3 Months
-8.73%
6 Months
-1.10%
YTD
-0.52%
1 Year
+1.38%
3 Years (annualized)
+8.65%
5 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RKCAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
+4.44%
vs Peers
-4.96%

RKCAX Mutual Fund Performance

RKCAX performance across multiple time periods: 1-month -4.20%, YTD -0.52%, 1-year 1.38%, 3-year 8.65%, 5-year 2.76%.

RKCAX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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