RCLCX Mutual Fund

RCLCX Mutual Fund

NAV$8.55
See how much of RCLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.57%
3 Months
-0.20%
6 Months
-0.40%
YTD
+2.20%
1 Year
+4.61%
3 Years (annualized)
+5.90%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.20%
Peer Avg (YTD)
+3.78%
vs Peers
-1.58%

RCLCX Mutual Fund Performance

RCLCX performance across multiple time periods: 1-month 0.57%, YTD 2.20%, 1-year 4.61%, 3-year 5.90%, 5-year 0.71%, 10-year 1.92%.

RCLCX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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