RCLIX Mutual Fund

RCLIX Mutual Fund

NAV$49.58
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Returns Overview

1 Month
-1.47%
3 Months
+3.59%
6 Months
+15.36%
YTD
+11.73%
1 Year
+13.58%
3 Years (annualized)
+19.22%
5 Years (annualized)
+11.33%
10 Years (annualized)
+13.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLIX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+9.98%
vs Peers
+1.74%

RCLIX Mutual Fund Performance

RCLIX performance across multiple time periods: 1-month -1.47%, YTD 11.73%, 1-year 13.58%, 3-year 19.22%, 5-year 11.33%, 10-year 13.59%.

RCLIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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