RLEFX Mutual Fund

RLEFX Mutual Fund

NAV$39.68
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Returns Overview

1 Month
+1.11%
3 Months
+0.16%
6 Months
+5.25%
YTD
+8.96%
1 Year
+17.36%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.23%
10 Years (annualized)
+10.28%

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)
+8.96%
Peer Avg (YTD)
+6.28%
vs Peers
+2.68%

RLEFX Mutual Fund Performance

RLEFX performance across multiple time periods: 1-month 1.11%, YTD 8.96%, 1-year 17.36%, 3-year 16.73%, 5-year 9.23%, 10-year 10.28%.

RLEFX returns outperform the peer average of 6.28% 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.