RRCOX Mutual Fund

RRCOX Mutual Fund

NAV$74.08
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Returns Overview

1 Month
-1.00%
3 Months
+3.40%
6 Months
+7.81%
YTD
+9.26%
1 Year
+17.86%
3 Years (annualized)
+18.65%
5 Years (annualized)
+12.40%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRCOX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+9.41%
vs Peers
-0.15%

RRCOX Mutual Fund Performance

RRCOX performance across multiple time periods: 1-month -1.00%, YTD 9.26%, 1-year 17.86%, 3-year 18.65%, 5-year 12.40%, 10-year 14.73%.

RRCOX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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