RCATX Mutual Fund

RCATX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
+0.08%
3 Months
+1.12%
6 Months
+2.27%
YTD
+3.61%
1 Year
+9.02%
3 Years (annualized)
+8.81%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCATX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+6.99%
vs Peers
-3.39%

RCATX Mutual Fund Performance

RCATX performance across multiple time periods: 1-month 0.08%, YTD 3.61%, 1-year 9.02%, 3-year 8.81%, 5-year 4.47%, 10-year 5.56%.

RCATX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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