RLCAX Mutual Fund

RLCAX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-1.10%
3 Months
+3.02%
6 Months
+13.78%
YTD
+25.72%
1 Year
+31.59%
3 Years (annualized)
+24.06%
5 Years (annualized)
+13.56%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLCAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+25.72%
Peer Avg (YTD)
+12.44%
vs Peers
+13.28%

RLCAX Mutual Fund Performance

RLCAX performance across multiple time periods: 1-month -1.10%, YTD 25.72%, 1-year 31.59%, 3-year 24.06%, 5-year 13.56%, 10-year 12.66%.

RLCAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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