Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKMIX | 4.05% | 11.30% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/29/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKMIX | 01/29/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 11.30 | NA | NA | NA | NA | NA | … | … | 4.05 | 3.90 |
| Sharpe Ratio | NA | 2.01 | NA | NA | NA | NA | NA | … | … | 1.58 | 0.18 |
| Standard Deviation(%) | NA | 4.16 | NA | NA | NA | NA | NA | … | … | 4.48 | 7.72 |
| Draw Down(%) | NA | 2.81 | NA | NA | NA | NA | NA | … | … | 2.81 | 7.64 |
| Yield(%) | 0.00 | 5.55 | 2.01 | 1.21 | 0.60 | 0.40 | 0.30 | … | … | 2.29 | 3.74 |
Data as of 06/09/2026, Common starting date is 01/29/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKMIX (RKMIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKMIX (RKMIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart