RCMSX

Mutual fund

$11.68 +$0.03 (+0.26%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.11High $13.19

Has RCMSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCMSX returned +30.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCMSX
+30.1%
S&P 500
+16.6%
Largest decline 
RCMSX
12.2%
S&P 500
8.9%
Risk-adjusted return 
RCMSX
1.10
S&P 500
0.97
Downside risk-adjusted return 
RCMSX
1.62
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

PeriodRCMSXS&P 500
1 month -4.5% +0.6%
3 months -6.6% +3.4%
Year to date +27.7% +13.3%
1 year +30.1% +16.6%
3 years (annualized) +25.1% +23.1%

Volatility (1-year, annualized): 22.8% · Largest decline (max drawdown, since Oct 2021): 35.8%

How are your investments doing?

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