RCTRX Mutual Fund

RCTRX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
+0.19%
3 Months
+0.04%
6 Months
+0.03%
YTD
+1.56%
1 Year
+3.88%
3 Years (annualized)
+6.33%
5 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCTRX 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
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📉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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+2.74%
vs Peers
-1.18%

RCTRX Mutual Fund Performance

RCTRX performance across multiple time periods: 1-month 0.19%, YTD 1.56%, 1-year 3.88%, 3-year 6.33%, 5-year 4.48%.

RCTRX returns trail the peer average of 2.74% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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