RELRX Mutual Fund

NAV$19.26

Returns Overview

1 Month
-0.16%
3 Months
+12.65%
6 Months
+11.08%
YTD
+10.43%
1 Year
+21.91%
3 Years (annualized)
+17.11%
5 Years (annualized)
+9.65%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELRX 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)
+10.43%
Peer Avg (YTD)
+6.73%
vs Peers
+3.71%

RELRX Mutual Fund Performance

RELRX performance across multiple time periods: 1-month -0.16%, YTD 10.43%, 1-year 21.91%, 3-year 17.11%, 5-year 9.65%, 10-year 9.93%.

RELRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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