RCRIX Mutual Fund

RCRIX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.49%
3 Months
+1.16%
6 Months
+2.30%
YTD
+2.97%
1 Year
+4.66%
3 Years (annualized)
+6.84%
5 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCRIX 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 Investment-Grade CMBS Index
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+2.15%
vs Peers
+0.82%

RCRIX Mutual Fund Performance

RCRIX performance across multiple time periods: 1-month 0.49%, YTD 2.97%, 1-year 4.66%, 3-year 6.84%, 5-year 5.10%.

RCRIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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