RCLVX Mutual Fund

RCLVX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-1.02%
3 Months
+0.26%
6 Months
+1.92%
YTD
+2.81%
1 Year
+7.14%
3 Years (annualized)
+6.21%
5 Years (annualized)
+1.39%
10 Years (annualized)
+2.62%

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
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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)
+2.81%
Peer Avg (YTD)
+3.39%
vs Peers
-0.58%

RCLVX Mutual Fund Performance

RCLVX performance across multiple time periods: 1-month -1.02%, YTD 2.81%, 1-year 7.14%, 3-year 6.21%, 5-year 1.39%, 10-year 2.62%.

RCLVX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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