RCWCX Mutual Fund

RCWCX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+1.12%
3 Months
-1.61%
6 Months
-2.71%
YTD
-3.16%
1 Year
-2.84%
3 Years (annualized)
+3.76%
5 Years (annualized)
-2.64%
10 Years (annualized)
-0.22%

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)
-3.16%
Peer Avg (YTD)
-0.81%
vs Peers
-2.34%

RCWCX Mutual Fund Performance

RCWCX performance across multiple time periods: 1-month 1.12%, YTD -3.16%, 1-year -2.84%, 3-year 3.76%, 5-year -2.64%, 10-year -0.22%.

RCWCX returns trail the peer average of -0.81% 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.