RCIWX

Mutual fund

$8.38 $0.00 (0.00%) NAV as of Oct 15, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.37High $9.24

Has RCIWX beaten the S&P 500?

Over the last year (to Oct 15, 2026), RCIWX returned +0.7%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
RCIWX
+0.7%
S&P 500
+17.3%
Largest decline 
RCIWX
3.1%
S&P 500
8.9%
Risk-adjusted return 
RCIWX
-0.95
S&P 500
1.03
Downside risk-adjusted return 
RCIWX
-1.13
S&P 500
1.53

Oct 15, 2025 – Oct 15, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRCIWXS&P 500
1 month -0.4% +2.2%
3 months -2.2% +2.5%
Year to date -1.7% +14.1%
1 year +0.7% +17.3%
3 years (annualized) +1.7% +22.8%

Volatility (1-year, annualized): 3.3% · Largest decline (max drawdown, since Oct 2021): 11.1%

How are your investments doing?

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