RELRX Mutual Fund

RELRX Mutual Fund

NAV$19.19
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Returns Overview

1 Month
+0.45%
3 Months
+3.82%
6 Months
+8.29%
YTD
+10.93%
1 Year
+21.43%
3 Years (annualized)
+16.13%
5 Years (annualized)
+9.51%
10 Years (annualized)
+9.62%

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
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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)
+10.93%
Peer Avg (YTD)
+6.57%
vs Peers
+4.36%

RELRX Mutual Fund Performance

RELRX performance across multiple time periods: 1-month 0.45%, YTD 10.93%, 1-year 21.43%, 3-year 16.13%, 5-year 9.51%, 10-year 9.62%.

RELRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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