RESGX Mutual Fund

NAV$19.88

Returns Overview

1 Month
+0.65%
3 Months
+17.77%
6 Months
+24.93%
YTD
+23.55%
1 Year
+37.26%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.24%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RESGX 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)
+23.55%
Peer Avg (YTD)
+9.51%
vs Peers
+14.04%

RESGX Mutual Fund Performance

RESGX performance across multiple time periods: 1-month 0.65%, YTD 23.55%, 1-year 37.26%, 3-year 14.97%, 5-year 8.24%, 10-year 12.04%.

RESGX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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