RCPFX Mutual Fund

RCPFX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
-2.99%
3 Months
-2.82%
6 Months
+12.55%
YTD
+16.47%
1 Year
+20.15%
3 Years (annualized)
+15.04%
5 Years (annualized)
+10.06%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPFX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.47%
Peer Avg (YTD)
+10.34%
vs Peers
+6.13%

RCPFX Mutual Fund Performance

RCPFX performance across multiple time periods: 1-month -2.99%, YTD 16.47%, 1-year 20.15%, 3-year 15.04%, 5-year 10.06%, 10-year 8.99%.

RCPFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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