RCOCX Mutual Fund

RCOCX Mutual Fund

NAV$50.24
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Returns Overview

1 Month
+5.09%
3 Months
+4.72%
6 Months
+8.49%
YTD
+14.40%
1 Year
+21.82%
3 Years (annualized)
+19.88%
5 Years (annualized)
+11.54%
10 Years (annualized)
+11.61%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+12.44%
vs Peers
+1.96%

RCOCX Mutual Fund Performance

RCOCX performance across multiple time periods: 1-month 5.09%, YTD 14.40%, 1-year 21.82%, 3-year 19.88%, 5-year 11.54%, 10-year 11.61%.

RCOCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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