RCLCX Mutual Fund

RCLCX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-1.09%
3 Months
+0.14%
6 Months
+1.62%
YTD
+2.43%
1 Year
+6.55%
3 Years (annualized)
+5.31%
5 Years (annualized)
+0.60%
10 Years (annualized)
+1.93%

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
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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)
+2.43%
Peer Avg (YTD)
+3.39%
vs Peers
-0.96%

RCLCX Mutual Fund Performance

RCLCX performance across multiple time periods: 1-month -1.09%, YTD 2.43%, 1-year 6.55%, 3-year 5.31%, 5-year 0.60%, 10-year 1.93%.

RCLCX returns trail the peer average of 3.39% 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.