RCLVX Mutual Fund

NAV$9.28

Returns Overview

1 Month
+0.32%
3 Months
+4.21%
6 Months
+3.87%
YTD
+3.87%
1 Year
+8.22%
3 Years (annualized)
+6.92%
5 Years (annualized)
+1.76%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+4.14%
vs Peers
-0.28%

RCLVX Mutual Fund Performance

RCLVX performance across multiple time periods: 1-month 0.32%, YTD 3.87%, 1-year 8.22%, 3-year 6.92%, 5-year 1.76%, 10-year 2.87%.

RCLVX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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