RCRFX Mutual Fund

RCRFX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
+0.24%
3 Months
+0.99%
6 Months
+1.97%
YTD
+2.60%
1 Year
+4.22%
3 Years (annualized)
+6.39%
5 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCRFX 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 Investment-Grade CMBS Index
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+2.15%
vs Peers
+0.45%

RCRFX Mutual Fund Performance

RCRFX performance across multiple time periods: 1-month 0.24%, YTD 2.60%, 1-year 4.22%, 3-year 6.39%, 5-year 4.93%.

RCRFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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