RERCX Mutual Fund

RERCX Mutual Fund

NAV$57.77
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Returns Overview

1 Month
-5.16%
3 Months
-4.68%
6 Months
-0.45%
YTD
+3.16%
1 Year
+6.27%
3 Years (annualized)
+16.84%
5 Years (annualized)
+3.74%
10 Years (annualized)
+7.96%

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
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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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+5.23%
vs Peers
-2.07%

RERCX Mutual Fund Performance

RERCX performance across multiple time periods: 1-month -5.16%, YTD 3.16%, 1-year 6.27%, 3-year 16.84%, 5-year 3.74%, 10-year 7.96%.

RERCX returns trail the peer average of 5.23% 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.