RCWCX Mutual Fund

RCWCX Mutual Fund

NAV$15.30
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Returns Overview

1 Month
-3.07%
3 Months
-3.31%
6 Months
-2.40%
YTD
-4.23%
1 Year
-4.26%
3 Years (annualized)
+2.91%
5 Years (annualized)
-2.74%
10 Years (annualized)
-0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCWCX 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 Global Aggregate Index
This Mutual Fund (YTD)
-4.23%
Peer Avg (YTD)
-1.59%
vs Peers
-2.64%

RCWCX Mutual Fund Performance

RCWCX performance across multiple time periods: 1-month -3.07%, YTD -4.23%, 1-year -4.26%, 3-year 2.91%, 5-year -2.74%, 10-year -0.20%.

RCWCX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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