RCPIX Mutual Fund

RCPIX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
+0.33%
3 Months
-1.27%
6 Months
-2.96%
YTD
-0.69%
1 Year
+1.66%
3 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+0.56%
vs Peers
-1.25%

RCPIX Mutual Fund Performance

RCPIX performance across multiple time periods: 1-month 0.33%, YTD -0.69%, 1-year 1.66%, 3-year 5.48%.

RCPIX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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