RCWBX

Mutual fund

$15.15 -$0.04 (-0.26%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $14.99High $16.44

Has RCWBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCWBX returned -4.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCWBX
-4.2%
S&P 500
+16.6%
Largest decline 
RCWBX
6.5%
S&P 500
8.9%
Risk-adjusted return 
RCWBX
-1.59
S&P 500
0.97
Downside risk-adjusted return 
RCWBX
-2.05
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

PeriodRCWBXS&P 500
1 month -1.1% +0.6%
3 months -2.1% +3.4%
Year to date -4.0% +13.3%
1 year -4.2% +16.6%
3 years (annualized) +3.4% +23.1%

Volatility (1-year, annualized): 5.0% · Largest decline (max drawdown, since Oct 2021): 25.4%

How are your investments doing?

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