RCMSX Mutual Fund

RCMSX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-7.81%
3 Months
+5.92%
6 Months
+22.33%
YTD
+32.90%
1 Year
+50.46%
3 Years (annualized)
+20.89%
5 Years (annualized)
+10.35%
10 Years (annualized)
+12.42%

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
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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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+32.90%
Peer Avg (YTD)
+9.54%
vs Peers
+23.36%

RCMSX Mutual Fund Performance

RCMSX performance across multiple time periods: 1-month -7.81%, YTD 32.90%, 1-year 50.46%, 3-year 20.89%, 5-year 10.35%, 10-year 12.42%.

RCMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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