RCDTX

Mutual fund

$16.44 -$0.03 (-0.18%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.51High $17.00

Has RCDTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCDTX returned +5.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCDTX
+5.2%
S&P 500
+16.6%
Largest decline 
RCDTX
5.4%
S&P 500
8.9%
Risk-adjusted return 
RCDTX
0.23
S&P 500
0.97
Downside risk-adjusted return 
RCDTX
0.33
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodRCDTXS&P 500
1 month -0.2% +0.6%
3 months -0.8% +3.4%
Year to date +3.7% +13.3%
1 year +5.2% +16.6%
3 years (annualized) +12.1% +23.1%

Volatility (1-year, annualized): 6.3% · Largest decline (max drawdown, since Oct 2021): 19.2%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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