RCLSX Mutual Fund

RCLSX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+0.43%
3 Months
+4.37%
6 Months
+4.14%
YTD
+4.14%
1 Year
+8.73%
3 Years (annualized)
+7.35%
5 Years (annualized)
+2.14%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLSX 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
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📉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)
+4.14%
Peer Avg (YTD)
+4.14%
vs Peers
-0.00%

RCLSX Mutual Fund Performance

RCLSX performance across multiple time periods: 1-month 0.43%, YTD 4.14%, 1-year 8.73%, 3-year 7.35%, 5-year 2.14%, 10-year 3.26%.

RCLSX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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