RCEEX Mutual Fund

NAV$82.79

Returns Overview

1 Month
+1.46%
3 Months
+3.89%
6 Months
+4.60%
YTD
+7.67%
1 Year
+15.18%
3 Years (annualized)
+14.02%
5 Years (annualized)
+7.96%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCEEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+5.93%
vs Peers
+1.74%

RCEEX Mutual Fund Performance

RCEEX performance across multiple time periods: 1-month 1.46%, YTD 7.67%, 1-year 15.18%, 3-year 14.02%, 5-year 7.96%, 10-year 7.12%.

RCEEX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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