RCLAX Mutual Fund

RCLAX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-0.99%
3 Months
+0.31%
6 Months
+2.08%
YTD
+2.98%
1 Year
+7.52%
3 Years (annualized)
+6.09%
5 Years (annualized)
+1.35%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLAX 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)
+2.98%
Peer Avg (YTD)
+3.39%
vs Peers
-0.41%

RCLAX Mutual Fund Performance

RCLAX performance across multiple time periods: 1-month -0.99%, YTD 2.98%, 1-year 7.52%, 3-year 6.09%, 5-year 1.35%, 10-year 2.69%.

RCLAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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