RCOCX Mutual Fund

RCOCX Mutual Fund

NAV$48.60
See how much of RCOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
+3.79%
6 Months
+8.68%
YTD
+8.86%
1 Year
+15.42%
3 Years (annualized)
+17.72%
5 Years (annualized)
+11.37%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCOCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+10.00%
vs Peers
-1.14%

RCOCX Mutual Fund Performance

RCOCX performance across multiple time periods: 1-month -2.99%, YTD 8.86%, 1-year 15.42%, 3-year 17.72%, 5-year 11.37%, 10-year 11.23%.

RCOCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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