RRCOX Mutual Fund

RRCOX Mutual Fund

NAV$75.08
See how much of RRCOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.55%
3 Months
+0.91%
6 Months
+11.26%
YTD
+12.04%
1 Year
+18.89%
3 Years (annualized)
+20.20%
5 Years (annualized)
+12.33%
10 Years (annualized)
+15.05%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+12.04%
Peer Avg (YTD)
+11.21%
vs Peers
+0.83%

RRCOX Mutual Fund Performance

RRCOX performance across multiple time periods: 1-month 2.55%, YTD 12.04%, 1-year 18.89%, 3-year 20.20%, 5-year 12.33%, 10-year 15.05%.

RRCOX returns outperform the peer average of 11.21% 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.