RCSSX Mutual Fund

RCSSX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+3.35%
3 Months
-0.09%
6 Months
+6.51%
YTD
+20.35%
1 Year
+25.95%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.24%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCSSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.35%
Peer Avg (YTD)
+12.21%
vs Peers
+8.14%

RCSSX Mutual Fund Performance

RCSSX performance across multiple time periods: 1-month 3.35%, YTD 20.35%, 1-year 25.95%, 3-year 14.40%, 5-year 8.24%, 10-year 8.84%.

RCSSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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