RILCX Mutual Fund

RILCX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
-0.96%
3 Months
-1.38%
6 Months
-0.86%
YTD
-0.54%
1 Year
+1.31%
3 Years (annualized)
+2.95%
5 Years (annualized)
-0.79%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILCX 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 US Aggregate Index
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+0.12%
vs Peers
-0.66%

RILCX Mutual Fund Performance

RILCX performance across multiple time periods: 1-month -0.96%, YTD -0.54%, 1-year 1.31%, 3-year 2.95%, 5-year -0.79%, 10-year 1.73%.

RILCX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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