RELCX Mutual Fund

NAV$15.30

Returns Overview

1 Month
-0.27%
3 Months
+12.20%
6 Months
+10.33%
YTD
+9.77%
1 Year
+20.48%
3 Years (annualized)
+15.83%
5 Years (annualized)
+8.66%
10 Years (annualized)
+8.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+6.73%
vs Peers
+3.05%

RELCX Mutual Fund Performance

RELCX performance across multiple time periods: 1-month -0.27%, YTD 9.77%, 1-year 20.48%, 3-year 15.83%, 5-year 8.66%, 10-year 8.86%.

RELCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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