RLCAX Mutual Fund

RLCAX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
-3.60%
3 Months
+4.19%
6 Months
+18.64%
YTD
+20.42%
1 Year
+25.90%
3 Years (annualized)
+20.82%
5 Years (annualized)
+13.41%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLCAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+20.42%
Peer Avg (YTD)
+10.00%
vs Peers
+10.42%

RLCAX Mutual Fund Performance

RLCAX performance across multiple time periods: 1-month -3.60%, YTD 20.42%, 1-year 25.90%, 3-year 20.82%, 5-year 13.41%, 10-year 12.56%.

RLCAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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