RCATX Mutual Fund

RCATX Mutual Fund

NAV$12.49
See how much of RCATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.91%
3 Months
-2.14%
6 Months
+1.56%
YTD
+1.31%
1 Year
+3.42%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCATX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+7.09%
vs Peers
-5.78%

RCATX Mutual Fund Performance

RCATX performance across multiple time periods: 1-month -2.91%, YTD 1.31%, 1-year 3.42%, 3-year 9.50%, 5-year 4.47%, 10-year 5.67%.

RCATX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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