RECIX Mutual Fund

NAV$18.03

Returns Overview

1 Month
-6.58%
3 Months
+4.52%
6 Months
+17.61%
YTD
+23.75%
1 Year
+61.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RECIX 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 Emerging Markets ex - China Net Index
This Mutual Fund (YTD)
+23.75%
Peer Avg (YTD)
+9.13%
vs Peers
+14.62%

RECIX Mutual Fund Performance

RECIX performance across multiple time periods: 1-month -6.58%, YTD 23.75%, 1-year 61.75%.

RECIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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