RAPCX Mutual Fund

NAV$12.27

Returns Overview

1 Month
+2.16%
3 Months
-1.60%
6 Months
+3.98%
YTD
+11.24%
1 Year
+16.60%
3 Years (annualized)
+10.95%
5 Years (annualized)
+7.01%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAPCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+5.87%
vs Peers
+5.38%

RAPCX Mutual Fund Performance

RAPCX performance across multiple time periods: 1-month 2.16%, YTD 11.24%, 1-year 16.60%, 3-year 10.95%, 5-year 7.01%, 10-year 5.71%.

RAPCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

RAPCX performance comparison shows side-by-side returns with another fund. RAPCX alternatives are available in the Mutual Fund Screener.