RCLAX Mutual Fund

RCLAX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+0.43%
3 Months
+4.35%
6 Months
+4.01%
YTD
+4.01%
1 Year
+8.50%
3 Years (annualized)
+7.14%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.05%

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)
+4.01%
Peer Avg (YTD)
+4.14%
vs Peers
-0.14%

RCLAX Mutual Fund Performance

RCLAX performance across multiple time periods: 1-month 0.43%, YTD 4.01%, 1-year 8.50%, 3-year 7.14%, 5-year 1.95%, 10-year 3.05%.

RCLAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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