RCMPX Mutual Fund

RCMPX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
+6.38%
3 Months
+3.55%
6 Months
+7.09%
YTD
+2.10%
1 Year
+1.23%
3 Years (annualized)
+12.15%
5 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCMPX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+5.23%
vs Peers
-3.13%

RCMPX Mutual Fund Performance

RCMPX performance across multiple time periods: 1-month 6.38%, YTD 2.10%, 1-year 1.23%, 3-year 12.15%, 5-year 1.45%.

RCMPX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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