RCPRX Mutual Fund

RCPRX Mutual Fund

NAV$8.47
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Returns Overview

1 Month
+1.87%
3 Months
-0.80%
6 Months
-1.86%
YTD
-1.78%
1 Year
-1.29%
3 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCPRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
-1.13%
vs Peers
-0.65%

RCPRX Mutual Fund Performance

RCPRX performance across multiple time periods: 1-month 1.87%, YTD -1.78%, 1-year -1.29%, 3-year 6.50%.

RCPRX returns trail the peer average of -1.13% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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