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RBC Small Cap Core I (RCSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.33+0.04 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.44%
5-year average return8.33%
Number of years up23
Number of years down9
Best 1-yr total return (2 Jul 2024)37.91%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return37.91%
Worst 3-yr total return0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRCSIXCategory
YTD3.78%20.19%
1-month-3.15%0.02%
3-month-6.45%4.36%
1-year11.07%60.18%
3-year3.72%11.32%
5-year8.55%13.88%
10-year5.62%11.19%
Last bull market32.11%27.98%
Last bear market-13.62%-24.08%

Annual total return (%) history

Year
RCSIXCategory
2024
N/AN/A
2023
21.36%N/A
2022
-17.83%N/A
2021
24.11%N/A
2020
7.07%10.99%
2019
26.97%23.75%
2018
-25.54%-12.72%
2017
10.97%12.28%
2016
26.34%20.78%
2015
-7.27%-5.38%
2014
4.68%3.79%
2013
37.91%37.39%
2012
15.47%15.46%
2011
0.93%-4.07%
2010
29.73%25.61%
2009
33.31%31.80%
2008
-32.47%-36.56%
2007
-3.23%-1.10%
2006
20.60%15.03%
2005
-2.61%6.75%
2004
19.37%18.94%
2003
43.85%43.41%
2002
-9.96%-16.22%
2001
2.73%8.92%
2000
16.61%11.89%
1999
6.16%19.95%
1998
-4.33%-3.03%
1997
33.27%26.36%
1996
27.62%21.50%
1995
19.87%27.21%
1994
-7.39%-1.76%
1993
19.80%17.65%
1992
17.21%13.94%
1991
N/A40.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.93%-6.45%N/AN/A
20236.24%6.73%-3.96%11.43%
2022-8.50%-13.62%-4.65%9.05%
202113.20%1.70%0.45%7.33%
2020-35.21%33.10%0.07%24.06%
201913.23%2.31%-0.97%10.67%
2018-3.02%1.25%2.78%-26.21%
2017-1.23%0.37%6.51%5.10%
20160.16%4.08%10.15%10.03%
20153.95%-0.35%-13.87%3.94%
20141.37%1.08%-5.83%8.48%
201312.82%4.54%9.24%7.04%
201211.37%-5.12%5.11%3.97%
20119.92%-0.77%-21.01%17.13%
20108.24%-8.17%12.02%16.51%
2009-17.75%28.47%19.41%5.65%
2008-9.84%2.07%-0.65%-26.14%
20073.99%6.55%-4.17%-8.87%
200617.48%-5.20%2.57%5.58%
2005-5.75%-0.13%3.51%-0.05%
20045.37%1.62%-0.24%11.75%
2003-5.63%18.64%10.77%15.99%
20029.29%-2.64%-19.01%4.48%
2001-4.45%11.22%-14.24%12.72%
20003.22%3.87%4.81%3.78%
1999-8.27%17.47%-7.03%5.97%
19989.12%-5.54%-18.71%14.17%
19970.83%15.24%14.62%0.06%
199612.99%3.46%1.26%7.82%
19954.14%5.46%4.50%4.45%
1994-2.33%-3.66%2.54%-4.01%
19934.54%-0.26%6.34%8.04%
19927.50%-6.32%2.87%13.15%
19916.36%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month96
3-month97
1-year39
3-year19
5-year43

Load adjusted returns

1-year11.07%
3-year3.72%
5-year8.55%
10-year5.62%