RDCLX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+0.05%
3 Months
+0.45%
6 Months
+0.31%
YTD
+0.31%
1 Year
+2.51%
3 Years (annualized)
+4.40%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDCLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+3.23%
vs Peers
-2.92%

RDCLX Mutual Fund Performance

RDCLX performance across multiple time periods: 1-month 0.05%, YTD 0.31%, 1-year 2.51%, 3-year 4.40%, 5-year 1.31%, 10-year 1.80%.

RDCLX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

RDCLX performance comparison shows side-by-side returns with another fund. RDCLX alternatives are available in the Mutual Fund Screener.