RCATX Mutual Fund

NAV$12.76

Returns Overview

3 Months
+3.78%
6 Months
+3.78%
YTD
+3.52%
1 Year
+8.93%
3 Years (annualized)
+9.24%
5 Years (annualized)
+4.61%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCATX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+7.64%
vs Peers
-4.12%

RCATX Mutual Fund Performance

RCATX performance across multiple time periods: YTD 3.52%, 1-year 8.93%, 3-year 9.24%, 5-year 4.61%, 10-year 5.70%.

RCATX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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