RERCX Mutual Fund

NAV$60.51

Returns Overview

1 Month
-0.44%
3 Months
-1.24%
6 Months
-2.09%
YTD
+2.07%
1 Year
+22.93%
3 Years (annualized)
+13.73%
5 Years (annualized)
+4.12%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERCX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+8.97%
vs Peers
-6.90%

RERCX Mutual Fund Performance

RERCX performance across multiple time periods: 1-month -0.44%, YTD 2.07%, 1-year 22.93%, 3-year 13.73%, 5-year 4.12%, 10-year 9.58%.

RERCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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