RELUX Mutual Fund

RELUX Mutual Fund

NAV$15.29
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Returns Overview

3 Months
+0.39%
6 Months
-2.86%
YTD
-2.86%
1 Year
+2.28%
3 Years (annualized)
+8.92%
5 Years (annualized)
+9.57%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELUX 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
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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)
-2.86%
Peer Avg (YTD)
+4.87%
vs Peers
-7.73%

RELUX Mutual Fund Performance

RELUX performance across multiple time periods: YTD -2.86%, 1-year 2.28%, 3-year 8.92%, 5-year 9.57%, 10-year 6.46%.

RELUX returns trail the peer average of 4.87% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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