RCATX Mutual Fund

RCATX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
+0.71%
3 Months
+0.79%
6 Months
+1.11%
YTD
+4.34%
1 Year
+7.87%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.67%

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)
+4.34%
Peer Avg (YTD)
+8.76%
vs Peers
-4.41%

RCATX Mutual Fund Performance

RCATX performance across multiple time periods: 1-month 0.71%, YTD 4.34%, 1-year 7.87%, 3-year 9.50%, 5-year 4.47%, 10-year 5.67%.

RCATX returns trail the peer average of 8.76% 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.