RERCX Mutual Fund

RERCX Mutual Fund

NAV$62.90
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Returns Overview

1 Month
-1.06%
3 Months
+4.43%
6 Months
+4.06%
YTD
+9.76%
1 Year
+23.41%
3 Years (annualized)
+13.77%
5 Years (annualized)
+4.21%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERCX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+6.23%
vs Peers
+3.53%

RERCX Mutual Fund Performance

RERCX performance across multiple time periods: 1-month -1.06%, YTD 9.76%, 1-year 23.41%, 3-year 13.77%, 5-year 4.21%, 10-year 8.87%.

RERCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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