RCMSX Mutual Fund

RCMSX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-0.41%
3 Months
-7.20%
6 Months
+23.02%
YTD
+32.32%
1 Year
+37.21%
3 Years (annualized)
+22.39%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCMSX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+32.32%
Peer Avg (YTD)
+6.72%
vs Peers
+25.60%

RCMSX Mutual Fund Performance

RCMSX performance across multiple time periods: 1-month -0.41%, YTD 32.32%, 1-year 37.21%, 3-year 22.39%, 5-year 10.38%, 10-year 12.42%.

RCMSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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