RCETX Mutual Fund

RCETX Mutual Fund

NAV$19.64
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Returns Overview

1 Month
-0.51%
3 Months
+1.78%
6 Months
+3.41%
YTD
+4.81%
1 Year
+11.46%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCETX 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
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📉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 ACWI ex US Index
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+6.99%
vs Peers
-2.18%

RCETX Mutual Fund Performance

RCETX performance across multiple time periods: 1-month -0.51%, YTD 4.81%, 1-year 11.46%, 3-year 11.22%, 5-year 5.78%, 10-year 8.27%.

RCETX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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