RLECX Mutual Fund

NAV$25.63

Returns Overview

1 Month
+6.36%
3 Months
+21.46%
6 Months
+23.69%
YTD
+22.92%
1 Year
+38.63%
3 Years (annualized)
+14.13%
5 Years (annualized)
+5.76%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLECX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.92%
Peer Avg (YTD)
+18.52%
vs Peers
+4.40%

RLECX Mutual Fund Performance

RLECX performance across multiple time periods: 1-month 6.36%, YTD 22.92%, 1-year 38.63%, 3-year 14.13%, 5-year 5.76%, 10-year 9.84%.

RLECX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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