RCMCX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+7.86%
3 Months
+32.56%
6 Months
+44.27%
YTD
+42.77%
1 Year
+67.58%
3 Years (annualized)
+26.63%
5 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCMCX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+42.77%
Peer Avg (YTD)
+10.82%
vs Peers
+31.95%

RCMCX Mutual Fund Performance

RCMCX performance across multiple time periods: 1-month 7.86%, YTD 42.77%, 1-year 67.58%, 3-year 26.63%, 5-year 12.30%.

RCMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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