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Schwartz Value Focused (RCMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.99+0.20 (+0.43%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.45%
5-year average return15.25%
Number of years up30
Number of years down10
Best 1-yr total return (13 May 2024)34.84%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return34.84%
Worst 3-yr total return-1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRCMFXCategory
YTD3.82%17.04%
1-month-2.62%-0.01%
3-month8.25%5.47%
1-year12.62%50.44%
3-year7.41%13.15%
5-year13.27%13.75%
10-year8.03%11.35%
Last bull market8.44%25.95%
Last bear market-6.76%-22.55%

Annual total return (%) history

Year
RCMFXCategory
2024
N/AN/A
2023
1.18%N/A
2022
21.15%N/A
2021
31.14%N/A
2020
11.62%12.39%
2019
18.67%26.21%
2018
-8.14%-11.15%
2017
13.71%15.93%
2016
18.13%14.14%
2015
-15.48%-4.75%
2014
-4.74%7.80%
2013
24.70%34.10%
2012
5.44%16.15%
2011
5.59%-3.81%
2010
11.96%22.52%
2009
34.84%37.39%
2008
-35.94%-39.18%
2007
-11.08%4.85%
2006
14.29%14.03%
2005
3.83%9.25%
2004
22.60%16.30%
2003
39.28%36.28%
2002
-14.91%-16.55%
2001
28.09%-3.12%
2000
9.27%6.36%
1999
-2.45%20.92%
1998
-10.38%10.36%
1997
28.04%25.92%
1996
18.27%19.23%
1995
16.89%30.17%
1994
-6.77%-1.60%
1993
20.54%14.35%
1992
22.62%12.29%
1991
32.86%33.83%
1990
-5.28%-6.41%
1989
8.37%27.43%
1988
23.08%19.02%
1987
0.28%0.56%
1986
16.07%15.32%
1985
22.22%29.50%
1984
11.17%0.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.61%N/AN/AN/A
2023-5.95%-1.72%10.42%-0.87%
20227.60%-6.76%0.37%20.31%
202132.32%4.13%-10.41%6.24%
2020-27.83%28.62%1.61%18.33%
201912.40%0.79%-4.04%9.15%
20180.53%5.53%4.49%-17.14%
20171.40%0.20%5.86%5.72%
20164.11%3.63%5.21%4.08%
2015-4.23%0.92%-11.31%-1.40%
20143.01%3.06%-6.80%-3.72%
201311.58%-2.65%6.79%7.50%
20127.03%-4.81%4.22%-0.70%
20114.86%0.49%-9.49%10.71%
20105.62%-8.01%5.24%9.49%
2009-10.34%21.72%17.52%5.14%
2008-8.67%-8.11%-2.64%-21.60%
20071.33%4.33%-6.26%-10.27%
20068.73%-2.96%-0.19%8.53%
2005-2.07%3.32%2.23%0.38%
20049.71%-0.39%1.81%10.19%
2003-6.68%21.64%9.33%12.23%
20024.80%-4.90%-18.13%4.28%
20011.94%20.12%-11.96%18.81%
20003.09%3.73%5.40%-3.06%
1999-8.37%14.52%-9.62%2.86%
19984.79%-3.34%-16.91%6.49%
1997-0.61%15.62%10.23%1.08%
19965.09%6.00%-2.47%8.86%
19957.78%6.04%2.99%-0.70%
1994-1.81%-4.95%3.88%-3.84%
19936.63%3.09%4.42%5.02%
19927.71%-0.28%2.27%11.63%
199115.77%1.24%6.97%5.97%
1990-2.72%-1.04%-14.01%14.41%
19894.36%3.51%4.08%-3.62%
198813.25%3.94%1.83%2.67%
198715.14%1.43%3.26%-16.84%
198614.79%2.24%-2.81%1.76%
19857.94%5.34%0.91%6.51%
19840.00%-0.81%4.19%7.57%

Rank in category (by total return)

YTD32
1-month2
3-month6
1-year78
3-year6
5-year2

Load adjusted returns

1-year12.62%
3-year7.41%
5-year13.27%
10-year8.03%