RCAEX

Mutual fund

$14.00 +$0.04 (+0.29%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $12.10High $14.58

Has RCAEX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCAEX returned +11.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCAEX
+11.7%
S&P 500
+16.6%
Largest decline 
RCAEX
9.8%
S&P 500
8.9%
Risk-adjusted return 
RCAEX
0.61
S&P 500
0.97
Downside risk-adjusted return 
RCAEX
0.88
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRCAEXS&P 500
1 month -0.9% +0.6%
3 months +0.4% +3.4%
Year to date +8.7% +13.3%
1 year +11.7% +16.6%

Volatility (1-year, annualized): 13.4% · Largest decline (max drawdown, since Dec 2024): 15.5%

How are your investments doing?

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