RCPIX Mutual Fund

RCPIX Mutual Fund

NAV$8.55
See how much of RCPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.94%
3 Months
-4.23%
6 Months
-3.09%
YTD
-3.61%
1 Year
-2.83%
3 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPIX 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)
-3.61%
Peer Avg (YTD)
-1.38%
vs Peers
-2.23%

RCPIX Mutual Fund Performance

RCPIX performance across multiple time periods: 1-month -2.94%, YTD -3.61%, 1-year -2.83%, 3-year 5.48%.

RCPIX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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