RERCX Mutual Fund

RERCX Mutual Fund

NAV$59.41
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Returns Overview

1 Month
-2.78%
3 Months
-0.56%
6 Months
+13.72%
YTD
+8.77%
1 Year
+15.22%
3 Years (annualized)
+16.67%
5 Years (annualized)
+4.94%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERCX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+8.68%
vs Peers
+0.09%

RERCX Mutual Fund Performance

RERCX performance across multiple time periods: 1-month -2.78%, YTD 8.77%, 1-year 15.22%, 3-year 16.67%, 5-year 4.94%, 10-year 8.73%.

RERCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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