RECIX

Mutual fund

$18.35 +$0.27 (+1.49%) NAV as of Oct 19, 2026

Prices on SharpeShare since Sep 5, 2023

52-week range

Low $13.78High $20.41

Has RECIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RECIX returned +35.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RECIX
+35.3%
S&P 500
+16.6%
Largest decline 
RECIX
16.5%
S&P 500
8.9%
Risk-adjusted return 
RECIX
1.08
S&P 500
0.98
Downside risk-adjusted return 
RECIX
1.55
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

PeriodRECIXS&P 500
1 month -6.0% +0.6%
3 months +0.9% +3.4%
Year to date +28.3% +13.3%
1 year +35.3% +16.6%
3 years (annualized) +27.4% +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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