RLCIX

Mutual fund

$18.13 -$0.02 (-0.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $18.13High $18.87

Has RLCIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RLCIX returned +2.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RLCIX
+2.1%
S&P 500
+16.6%
Largest decline 
RLCIX
2.6%
S&P 500
8.9%
Risk-adjusted return 
RLCIX
-0.58
S&P 500
0.97
Downside risk-adjusted return 
RLCIX
-0.89
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

PeriodRLCIXS&P 500
1 month -1.3% +0.6%
3 months -1.3% +3.4%
Year to date -0.3% +13.3%
1 year +2.1% +16.6%
3 years (annualized) +8.3% +23.1%

Volatility (1-year, annualized): 3.1% · Largest decline (max drawdown, since Oct 2021): 14.2%

How are your investments doing?

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