RLCIX Mutual Fund

RLCIX Mutual Fund

NAV$18.17
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Returns Overview

3 Months
-1.13%
6 Months
+0.29%
YTD
+3.85%
1 Year
+5.49%
3 Years (annualized)
+12.45%
5 Years (annualized)
+7.53%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLCIX 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
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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
Ice Bank of America Merrill Lynch Bb-B Us Cash Pay Non-Distressed High Yield(A) Index
This Mutual Fund (YTD)
+3.85%
Peer Avg (YTD)
+1.93%
vs Peers
+1.92%

RLCIX Mutual Fund Performance

RLCIX performance across multiple time periods: YTD 3.85%, 1-year 5.49%, 3-year 12.45%, 5-year 7.53%, 10-year 3.96%.

RLCIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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