RCPFX Mutual Fund

NAV$11.44

Returns Overview

1 Month
+4.42%
3 Months
+15.82%
6 Months
+20.49%
YTD
+19.85%
1 Year
+38.30%
3 Years (annualized)
+13.23%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.85%
Peer Avg (YTD)
+18.52%
vs Peers
+1.33%

RCPFX Mutual Fund Performance

RCPFX performance across multiple time periods: 1-month 4.42%, YTD 19.85%, 1-year 38.30%, 3-year 13.23%, 5-year 8.26%.

RCPFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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