RCEYX Mutual Fund

RCEYX Mutual Fund

NAV$67.10
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Returns Overview

1 Month
+0.73%
3 Months
+4.97%
6 Months
+5.96%
YTD
+5.38%
1 Year
+27.85%
3 Years (annualized)
+20.60%
5 Years (annualized)
+13.14%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCEYX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+9.49%
vs Peers
-4.11%

RCEYX Mutual Fund Performance

RCEYX performance across multiple time periods: 1-month 0.73%, YTD 5.38%, 1-year 27.85%, 3-year 20.60%, 5-year 13.14%, 10-year 12.77%.

RCEYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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