RELCX Mutual Fund

RELCX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
+0.37%
3 Months
+3.54%
6 Months
+7.61%
YTD
+10.18%
1 Year
+19.99%
3 Years (annualized)
+14.86%
5 Years (annualized)
+8.53%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+6.57%
vs Peers
+3.61%

RELCX Mutual Fund Performance

RELCX performance across multiple time periods: 1-month 0.37%, YTD 10.18%, 1-year 19.99%, 3-year 14.86%, 5-year 8.53%, 10-year 8.54%.

RELCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

RELCX vs another fund shows side-by-side returns. RELCX alternatives are available in the Mutual Fund Screener.