RCLRX Mutual Fund

RCLRX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-2.68%
3 Months
-3.02%
6 Months
+0.39%
YTD
+0.06%
1 Year
+1.54%
3 Years (annualized)
+7.07%
5 Years (annualized)
+1.81%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+2.46%
vs Peers
-2.40%

RCLRX Mutual Fund Performance

RCLRX performance across multiple time periods: 1-month -2.68%, YTD 0.06%, 1-year 1.54%, 3-year 7.07%, 5-year 1.81%, 10-year 3.00%.

RCLRX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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