RKSAX Mutual Fund

RKSAX Mutual Fund

NAV$12.36
See how much of RKSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
-7.38%
6 Months
+9.44%
YTD
+9.34%
1 Year
+5.04%
3 Years (annualized)
+13.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+10.34%
vs Peers
-1.00%

RKSAX Mutual Fund Performance

RKSAX performance across multiple time periods: 1-month -4.47%, YTD 9.34%, 1-year 5.04%, 3-year 13.06%.

RKSAX returns trail the peer average of 10.34% 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.