RCOCX Mutual Fund

NAV$49.08

Returns Overview

1 Month
+0.64%
3 Months
+4.71%
6 Months
+5.43%
YTD
+4.88%
1 Year
+30.00%
3 Years (annualized)
+20.67%
5 Years (annualized)
+12.72%
10 Years (annualized)
+13.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+9.49%
vs Peers
-4.61%

RCOCX Mutual Fund Performance

RCOCX performance across multiple time periods: 1-month 0.64%, YTD 4.88%, 1-year 30.00%, 3-year 20.67%, 5-year 12.72%, 10-year 13.39%.

RCOCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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