RCRPX Mutual Fund

RCRPX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
-3.01%
3 Months
-1.76%
6 Months
+5.40%
YTD
+4.66%
1 Year
+8.02%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.09%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+4.96%
vs Peers
-0.31%

RCRPX Mutual Fund Performance

RCRPX performance across multiple time periods: 1-month -3.01%, YTD 4.66%, 1-year 8.02%, 3-year 13.79%, 5-year 7.09%, 10-year 7.68%.

RCRPX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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