Nasdaq - Delayed Quote USD

Reynolds Blue Chip Growth (RBCGX)

58.39 -0.39 (-0.66%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.71%
5y Average Return 11.25%
Number of Years Up 23
Number of Years Down 12
Best 1Y Total Return (Apr 24, 2024) 43.88%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 43.88%
Worst 3Y Total Return 0.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBCGX
Category
YTD
13.45%
12.38%
1-Month
1.49%
5.09%
3-Month
13.45%
10.28%
1-Year
35.22%
41.70%
3-Year
5.54%
22.56%
5-Year
13.23%
21.98%
10-Year
10.05%
15.99%
Last Bull Market
34.01%
25.99%
Last Bear Market
-20.59%
-17.29%

Annual Total Return (%) History

Year
RBCGX
Category
2024
--
--
2023
28.83%
--
2022
-30.09%
--
2021
16.51%
--
2020
43.88%
35.86%
2019
25.52%
31.90%
2018
-3.46%
-2.09%
2017
24.71%
27.67%

2016
-4.46%
3.23%
2015
1.50%
3.60%
2014
3.70%
10.00%
2013
34.88%
33.92%
2012
13.60%
15.34%
2011
-6.14%
-2.46%
2010
24.57%
15.53%
2009
41.87%
35.68%
2008
-5.09%
-40.67%
2007
8.29%
13.35%
2006
1.37%
7.05%
2005
-3.33%
6.71%
2004
-1.43%
7.81%
2003
41.82%
28.66%
2002
-36.56%
-27.64%
2001
-28.98%
-22.30%
2000
-31.82%
-13.05%
1999
50.98%
38.87%
1998
54.12%
34.55%
1997
31.48%
26.36%
1996
28.22%
19.76%
1995
32.86%
32.65%
1994
-0.57%
-2.45%
1993
-5.23%
8.69%
1992
0.11%
5.92%
1991
35.86%
40.07%
1990
0.09%
-3.78%
1989
20.68%
27.76%
1988
--
12.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.45% -- -- --
2023 8.08% 10.07% -5.31% 14.37%
2022 -9.61% -20.59% -2.49% -0.10%
2021 1.25% 8.06% 0.83% 5.61%
2020 -14.64% 28.42% 17.04% 12.15%
2019 15.52% 1.43% -2.02% 9.33%
2018 3.87% 7.62% 8.46% -20.37%
2017 7.00% 4.59% 4.83% 6.31%
2016 -5.43% -3.03% 4.97% -0.74%
2015 3.39% 0.63% -6.54% 4.39%

2014 -0.09% 2.96% -0.99% 1.83%
2013 9.99% 2.24% 10.04% 9.00%
2012 15.90% -6.56% 5.97% -1.00%
2011 7.12% -1.11% -19.83% 10.52%
2010 7.44% -11.73% 15.86% 13.38%
2009 1.07% 9.71% 21.89% 4.97%
2008 -2.63% 0.53% -0.31% -2.73%
2007 -0.56% 3.68% 2.49% 2.48%
2006 7.59% -6.40% -3.82% 4.66%
2005 -9.63% 1.07% 4.28% 1.49%
2004 0.73% -1.68% -13.25% 14.71%
2003 -1.40% 19.19% 7.38% 12.38%
2002 -8.05% -23.43% -20.19% 12.90%
2001 -25.21% 7.24% -24.56% 17.39%
2000 6.77% -8.20% -5.76% -26.18%
1999 13.74% 2.93% -3.42% 33.53%
1998 16.92% 8.77% -7.76% 31.39%
1997 2.72% 20.58% 6.45% -0.28%
1996 3.28% 8.92% 4.95% 8.62%
1995 5.66% 16.19% 8.15% 0.08%
1994 -5.33% -2.85% 6.09% 1.91%
1993 -4.06% -3.50% -2.67% 5.17%
1992 -5.49% -2.74% 2.81% 5.93%
1991 12.78% -1.96% 7.55% 14.26%
1990 -4.21% 14.41% -14.44% 6.74%
1989 1.90% 3.63% 12.77% 1.34%
1988 0.71% -- -- --

Rank in Category (By Total Return)

YTD 33
1-Month 80
3-Month 33
1-Year 63
3-Year 78
5-Year 76

Load Adjusted Returns

1-Year 35.22%
3-Year 5.54%
5-Year 13.23%
10-Year 10.05%

Performance & Risk

YTD Return 7.71%
5y Average Return 11.25%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Reynolds
Net Assets 61.57M
YTD Return 13.45%
Yield 0.00%
Morningstar Rating
Inception Date Aug 12, 1988

Fund Summary

The fund under normal market conditions invests at least 80% of its net assets in the common stocks of "growth" companies that, in the view of the fund's investment adviser, are well-established in their industries and have a minimum market capitalization of at least $1 billion at the time of initial purchase (these companies are commonly referred to as "blue chip" companies).

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