RESGX Mutual Fund

RESGX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
-1.07%
3 Months
-2.62%
6 Months
+13.14%
YTD
+20.87%
1 Year
+27.24%
3 Years (annualized)
+13.19%
5 Years (annualized)
+6.70%
10 Years (annualized)
+11.00%

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)
+20.87%
Peer Avg (YTD)
+11.21%
vs Peers
+9.66%

RESGX Mutual Fund Performance

RESGX performance across multiple time periods: 1-month -1.07%, YTD 20.87%, 1-year 27.24%, 3-year 13.19%, 5-year 6.70%, 10-year 11.00%.

RESGX returns outperform the peer average of 11.21% 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.