RILCX Mutual Fund

RILCX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-2.58%
3 Months
-3.31%
6 Months
-2.79%
YTD
-2.90%
1 Year
-3.05%
3 Years (annualized)
+3.30%
5 Years (annualized)
-0.71%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILCX 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 Index
This Mutual Fund (YTD)
-2.90%
Peer Avg (YTD)
+0.50%
vs Peers
-3.40%

RILCX Mutual Fund Performance

RILCX performance across multiple time periods: 1-month -2.58%, YTD -2.90%, 1-year -3.05%, 3-year 3.30%, 5-year -0.71%, 10-year 1.83%.

RILCX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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