RCMSX Mutual Fund

NAV$12.60

Returns Overview

1 Month
+7.85%
3 Months
+32.56%
6 Months
+44.15%
YTD
+42.59%
1 Year
+67.10%
3 Years (annualized)
+26.30%
5 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCMSX 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)
+42.59%
Peer Avg (YTD)
+10.82%
vs Peers
+31.78%

RCMSX Mutual Fund Performance

RCMSX performance across multiple time periods: 1-month 7.85%, YTD 42.59%, 1-year 67.10%, 3-year 26.30%, 5-year 12.01%.

RCMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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