| RCOCX | |
|---|---|
| Total return | +178.75% |
| Annualised (CAGR) | +10.80% |
| Volatility (annualised) | +14.84% |
| Sharpe (rf = 0) | 0.73 |
| Deepest drawdown | -40.14% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 13.31% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +178.75% in total (+10.80% a year), with a deepest drawdown of -40.14% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-10.03%), its best 2019 (+29.70%).
| Year | RCOCX |
|---|---|
| 2026 | +9.97% |
| 2025 | +14.94% |
| 2024 | +20.01% |
| 2023 | +12.37% |
| 2022 | -5.39% |
| 2021 | +20.12% |
| 2020 | -1.85% |
| 2019 | +29.70% |
| 2018 | -10.03% |
| 2017 | +17.36% |
| 2016 | +7.05% |
+178.75% in total, which works out to +10.80% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -10.03% (net of fees, dividends reinvested). Its best year was 2019 (+29.70%).
-40.14%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 290 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 13.31% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say RCOCX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -40.14% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.