RCOCX

Mutual fund

$49.05 -$0.07 (-0.14%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $42.69High $49.85

Has RCOCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCOCX returned +21.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCOCX
+21.1%
S&P 500
+16.6%
Largest decline 
RCOCX
7.9%
S&P 500
8.9%
Risk-adjusted return 
RCOCX
1.53
S&P 500
0.97
Downside risk-adjusted return 
RCOCX
2.37
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

PeriodRCOCXS&P 500
1 month +2.2% +0.6%
3 months +6.1% +3.4%
Year to date +13.4% +13.3%
1 year +21.1% +16.6%
3 years (annualized) +18.9% +23.1%

Volatility (1-year, annualized): 10.4% · Largest decline (max drawdown, since Oct 2021): 22.8%

How are your investments doing?

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