RCIRX Mutual Fund

RCIRX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-0.44%
3 Months
+0.22%
6 Months
+1.02%
YTD
+1.53%
1 Year
+4.87%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+2.62%
vs Peers
-1.09%

RCIRX Mutual Fund Performance

RCIRX performance across multiple time periods: 1-month -0.44%, YTD 1.53%, 1-year 4.87%, 3-year 6.60%, 5-year 4.84%.

RCIRX returns trail the peer average of 2.62% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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