RCWCX Mutual Fund

RCWCX Mutual Fund

NAV$15.18
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Returns Overview

1 Month
+0.38%
3 Months
-0.99%
6 Months
-3.09%
YTD
-1.19%
1 Year
-0.68%
3 Years (annualized)
+2.91%
5 Years (annualized)
-2.74%
10 Years (annualized)
-0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWCX 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 Global Aggregate Index
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
+0.20%
vs Peers
-1.40%

RCWCX Mutual Fund Performance

RCWCX performance across multiple time periods: 1-month 0.38%, YTD -1.19%, 1-year -0.68%, 3-year 2.91%, 5-year -2.74%, 10-year -0.20%.

RCWCX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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