Reynolds Blue Chip Growth Fund (RBCGX)

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The chart shows the growth of an initial investment of $10,000 in Reynolds Blue Chip Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Reynolds Blue Chip Growth Fund (RBCGX) has returned -9.03% so far this year and 10.11% over the past 12 months. Over the last ten years, RBCGX has returned 10.16% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1990, RBCGX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2002 with a return of +14.4%, while the worst month was Feb 2001 at -22.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, RBCGX closed higher 52% of trading days. The best single day was Jan 3, 2001 with a return of +12.7%, while the worst single day was Dec 15, 2021 at -15.7%.

Reynolds Blue Chip Growth Fund has an annualized alpha of 1.44%, beta of 0.94, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 03, 1990.

• This fund captured 109.80% of S&P 500 Index gains and 108.13% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.94 and R² of 0.64, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

RBCGX has a high expense ratio of 1.85%, indicating above-average management fees.

RBCGX ranks 20 for risk / return — below 20% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Reynolds Blue Chip Growth Fund (RBCGX) and compare them to a chosen benchmark (S&P 500 Index).

Reynolds Blue Chip Growth Fund provided a 18.34% dividend yield over the last twelve months, with an annual payout of $11.07 per share.

The table displays the monthly dividend distributions for Reynolds Blue Chip Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Reynolds Blue Chip Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Reynolds Blue Chip Growth Fund was 77.12%, occurring on Oct 7, 2002. Recovery took 2870 trading sessions.

The current Reynolds Blue Chip Growth Fund drawdown is 14.55%.

The chart below shows the rolling one-month volatility.