RLECX Mutual Fund

RLECX Mutual Fund

NAV$25.11
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Returns Overview

1 Month
-3.28%
3 Months
+6.18%
6 Months
+14.27%
YTD
+18.89%
1 Year
+33.15%
3 Years (annualized)
+11.91%
5 Years (annualized)
+6.00%
10 Years (annualized)
+9.20%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+15.31%
vs Peers
+3.57%

RLECX Mutual Fund Performance

RLECX performance across multiple time periods: 1-month -3.28%, YTD 18.89%, 1-year 33.15%, 3-year 11.91%, 5-year 6.00%, 10-year 9.20%.

RLECX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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