RCETX Mutual Fund

RCETX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
-2.50%
3 Months
-2.10%
6 Months
+5.12%
YTD
+3.14%
1 Year
+5.84%
3 Years (annualized)
+12.46%
5 Years (annualized)
+5.81%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCETX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+7.09%
vs Peers
-3.95%

RCETX Mutual Fund Performance

RCETX performance across multiple time periods: 1-month -2.50%, YTD 3.14%, 1-year 5.84%, 3-year 12.46%, 5-year 5.81%, 10-year 8.45%.

RCETX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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