RCMTX

Mutual fund

$31.74 +$0.08 (+0.25%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $27.53High $33.05

Has RCMTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCMTX returned +11.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCMTX
+11.3%
S&P 500
+16.6%
Largest decline 
RCMTX
9.8%
S&P 500
8.9%
Risk-adjusted return 
RCMTX
0.59
S&P 500
0.97
Downside risk-adjusted return 
RCMTX
0.86
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

PeriodRCMTXS&P 500
1 month -0.9% +0.6%
3 months +0.3% +3.4%
Year to date +8.4% +13.3%
1 year +11.3% +16.6%
3 years (annualized) +19.0% +23.1%

Volatility (1-year, annualized): 13.1% · Largest decline (max drawdown, since Oct 2021): 27.6%

How are your investments doing?

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