RESGX Mutual Fund

RESGX Mutual Fund

NAV$19.48
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Returns Overview

1 Month
-2.20%
3 Months
+5.80%
6 Months
+16.67%
YTD
+22.17%
1 Year
+32.64%
3 Years (annualized)
+15.90%
5 Years (annualized)
+9.30%
10 Years (annualized)
+12.18%

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
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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)
+22.17%
Peer Avg (YTD)
+9.41%
vs Peers
+12.76%

RESGX Mutual Fund Performance

RESGX performance across multiple time periods: 1-month -2.20%, YTD 22.17%, 1-year 32.64%, 3-year 15.90%, 5-year 9.30%, 10-year 12.18%.

RESGX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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