RCSSX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+4.43%
3 Months
+15.79%
6 Months
+20.33%
YTD
+19.81%
1 Year
+38.02%
3 Years (annualized)
+13.00%
5 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCSSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.81%
Peer Avg (YTD)
+18.52%
vs Peers
+1.28%

RCSSX Mutual Fund Performance

RCSSX performance across multiple time periods: 1-month 4.43%, YTD 19.81%, 1-year 38.02%, 3-year 13.00%, 5-year 8.03%.

RCSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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