RLCAX Mutual Fund

RLCAX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+5.59%
3 Months
+10.44%
6 Months
+19.41%
YTD
+22.03%
1 Year
+34.69%
3 Years (annualized)
+19.03%
5 Years (annualized)
+13.57%
10 Years (annualized)
+12.20%

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)
+22.03%
Peer Avg (YTD)
+11.41%
vs Peers
+10.62%

RLCAX Mutual Fund Performance

RLCAX performance across multiple time periods: 1-month 5.59%, YTD 22.03%, 1-year 34.69%, 3-year 19.03%, 5-year 13.57%, 10-year 12.20%.

RLCAX returns outperform the peer average of 11.41% 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.