RCPTX Mutual Fund

NAV$22.38

Returns Overview

1 Month
+0.54%
3 Months
+15.17%
6 Months
+11.13%
YTD
+10.30%
1 Year
+20.88%
3 Years (annualized)
+17.82%
5 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+7.64%
vs Peers
+2.66%

RCPTX Mutual Fund Performance

RCPTX performance across multiple time periods: 1-month 0.54%, YTD 10.30%, 1-year 20.88%, 3-year 17.82%, 5-year 9.06%.

RCPTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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