RASCX Mutual Fund

NAV$9.15

Returns Overview

3 Months
-2.97%
6 Months
-3.09%
YTD
-3.09%
1 Year
-0.47%
3 Years (annualized)
-1.82%
5 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RASCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Real Assets Index
This Mutual Fund (YTD)
-3.09%
Peer Avg (YTD)
+4.56%
vs Peers
-7.65%

RASCX Mutual Fund Performance

RASCX performance across multiple time periods: YTD -3.09%, 1-year -0.47%, 3-year -1.82%, 5-year 1.09%.

RASCX returns trail the peer average of 4.56% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

RASCX performance comparison shows side-by-side returns with another fund. RASCX alternatives are available in the Mutual Fund Screener.