RCRAX Mutual Fund

RCRAX Mutual Fund

NAV$8.34
See how much of RCRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.70%
3 Months
+0.85%
6 Months
+1.50%
YTD
+2.43%
1 Year
+5.57%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+0.12%
vs Peers
+2.31%

RCRAX Mutual Fund Performance

RCRAX performance across multiple time periods: 1-month 0.70%, YTD 2.43%, 1-year 5.57%, 3-year 7.86%, 5-year 3.36%.

RCRAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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