RELSX Mutual Fund

NAV$19.04

Returns Overview

1 Month
-0.21%
3 Months
+12.56%
6 Months
+10.97%
YTD
+10.39%
1 Year
+21.74%
3 Years (annualized)
+17.01%
5 Years (annualized)
+9.55%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELSX 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)
+10.39%
Peer Avg (YTD)
+6.73%
vs Peers
+3.66%

RELSX Mutual Fund Performance

RELSX performance across multiple time periods: 1-month -0.21%, YTD 10.39%, 1-year 21.74%, 3-year 17.01%, 5-year 9.55%, 10-year 9.85%.

RELSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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