RCWGX

Mutual fund

$15.36 -$0.05 (-0.32%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.20High $16.70

Has RCWGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCWGX returned -3.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCWGX
-3.1%
S&P 500
+16.6%
Largest decline 
RCWGX
6.0%
S&P 500
8.9%
Risk-adjusted return 
RCWGX
-1.38
S&P 500
0.97
Downside risk-adjusted return 
RCWGX
-1.80
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

PeriodRCWGXS&P 500
1 month -1.1% +0.6%
3 months -1.8% +3.4%
Year to date -3.2% +13.3%
1 year -3.1% +16.6%
3 years (annualized) +4.1% +23.1%

Volatility (1-year, annualized): 5.0% · Largest decline (max drawdown, since Oct 2021): 24.6%

How are your investments doing?

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