RLEFX Mutual Fund

RLEFX Mutual Fund

NAV$41.03
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Returns Overview

1 Month
-1.49%
3 Months
+2.46%
6 Months
+5.72%
YTD
+7.76%
1 Year
+17.92%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.22%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+5.54%
vs Peers
+2.22%

RLEFX Mutual Fund Performance

RLEFX performance across multiple time periods: 1-month -1.49%, YTD 7.76%, 1-year 17.92%, 3-year 15.61%, 5-year 9.22%, 10-year 9.62%.

RLEFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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