RCAEX Mutual Fund

RCAEX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
-1.81%
3 Months
+3.38%
6 Months
+6.35%
YTD
+8.40%
1 Year
+18.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCAEX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+6.99%
vs Peers
+1.41%

RCAEX Mutual Fund Performance

RCAEX performance across multiple time periods: 1-month -1.81%, YTD 8.40%, 1-year 18.17%.

RCAEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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