RCRYX Mutual Fund

RCRYX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+0.72%
3 Months
+1.06%
6 Months
+2.08%
YTD
+3.35%
1 Year
+5.22%
3 Years (annualized)
+8.24%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCRYX 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
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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)
+3.35%
Peer Avg (YTD)
+2.15%
vs Peers
+1.19%

RCRYX Mutual Fund Performance

RCRYX performance across multiple time periods: 1-month 0.72%, YTD 3.35%, 1-year 5.22%, 3-year 8.24%, 5-year 2.86%.

RCRYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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