RESCX Mutual Fund

NAV$8.27

Returns Overview

1 Month
-8.00%
3 Months
-10.23%
6 Months
-2.52%
YTD
-3.08%
1 Year
+4.42%
3 Years (annualized)
+4.76%
5 Years (annualized)
+11.08%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RESCX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+0.66%
vs Peers
-3.73%

RESCX Mutual Fund Performance

RESCX performance across multiple time periods: 1-month -8.00%, YTD -3.08%, 1-year 4.42%, 3-year 4.76%, 5-year 11.08%, 10-year 8.87%.

RESCX returns trail the peer average of 0.66% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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