RECAX

Mutual fund

$18.02 +$0.26 (+1.46%) NAV as of Oct 19, 2026

Prices on SharpeShare since Sep 20, 2023

52-week range

Low $13.57High $20.05

Has RECAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RECAX returned +34.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RECAX
+34.8%
S&P 500
+16.6%
Largest decline 
RECAX
16.5%
S&P 500
8.9%
Risk-adjusted return 
RECAX
1.07
S&P 500
0.98
Downside risk-adjusted return 
RECAX
1.53
S&P 500
1.44

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

PeriodRECAXS&P 500
1 month -6.0% +0.6%
3 months +0.8% +3.4%
Year to date +28.0% +13.3%
1 year +34.8% +16.6%
3 years (annualized) +26.9% +23.1%

Volatility (1-year, annualized): 28.3% · Largest decline (max drawdown, since Sep 2023): 20.1%

How are your investments doing?

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