RCLSX Mutual Fund

RCLSX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-2.68%
3 Months
-2.96%
6 Months
+0.32%
YTD
+0.10%
1 Year
+1.41%
3 Years (annualized)
+6.95%
5 Years (annualized)
+1.68%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCLSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+2.46%
vs Peers
-2.36%

RCLSX Mutual Fund Performance

RCLSX performance across multiple time periods: 1-month -2.68%, YTD 0.10%, 1-year 1.41%, 3-year 6.95%, 5-year 1.68%, 10-year 2.87%.

RCLSX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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