RFCYX

Mutual fund

$8.55 -$0.03 (-0.35%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.47High $9.25

Has RFCYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RFCYX returned -2.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RFCYX
-2.3%
S&P 500
+16.6%
Largest decline 
RFCYX
5.0%
S&P 500
8.9%
Risk-adjusted return 
RFCYX
-1.57
S&P 500
0.97
Downside risk-adjusted return 
RFCYX
-1.98
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

PeriodRFCYXS&P 500
1 month -0.8% +0.6%
3 months -2.5% +3.4%
Year to date -2.3% +13.3%
1 year -2.3% +16.6%
3 years (annualized) +5.1% +23.1%

Volatility (1-year, annualized): 3.9% · Largest decline (max drawdown, since Oct 2021): 18.3%

How are your investments doing?

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