RCBHX

Mutual fund

$8.97 -$0.04 (-0.44%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.90High $9.72

Has RCBHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCBHX returned -3.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCBHX
-3.3%
S&P 500
+16.6%
Largest decline 
RCBHX
5.4%
S&P 500
8.9%
Risk-adjusted return 
RCBHX
-1.57
S&P 500
0.97
Downside risk-adjusted return 
RCBHX
-2.00
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

PeriodRCBHXS&P 500
1 month -1.0% +0.6%
3 months -2.7% +3.4%
Year to date -3.0% +13.3%
1 year -3.3% +16.6%
3 years (annualized) +5.5% +23.1%

Volatility (1-year, annualized): 4.5% · Largest decline (max drawdown, since Oct 2021): 22.2%

How are your investments doing?

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