RCLCX Mutual Fund

NAV$8.88

Returns Overview

1 Month
+0.34%
3 Months
+4.03%
6 Months
+3.56%
YTD
+3.56%
1 Year
+7.55%
3 Years (annualized)
+6.32%
5 Years (annualized)
+1.15%
10 Years (annualized)
+2.26%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+4.14%
vs Peers
-0.59%

RCLCX Mutual Fund Performance

RCLCX performance across multiple time periods: 1-month 0.34%, YTD 3.56%, 1-year 7.55%, 3-year 6.32%, 5-year 1.15%, 10-year 2.26%.

RCLCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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