RCLUX Mutual Fund

RCLUX Mutual Fund

NAV$8.80
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Returns Overview

3 Months
+0.11%
6 Months
-2.22%
YTD
-2.22%
1 Year
-1.01%
3 Years (annualized)
+1.93%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLUX 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
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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)
-2.22%
Peer Avg (YTD)
+2.86%
vs Peers
-5.09%

RCLUX Mutual Fund Performance

RCLUX performance across multiple time periods: YTD -2.22%, 1-year -1.01%, 3-year 1.93%, 5-year 0.68%, 10-year 1.81%.

RCLUX returns trail the peer average of 2.86% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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