RLESX Mutual Fund

RLESX Mutual Fund

NAV$30.49
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Returns Overview

1 Month
-3.23%
3 Months
+6.45%
6 Months
+14.81%
YTD
+19.57%
1 Year
+34.50%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.11%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLESX 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)
+19.57%
Peer Avg (YTD)
+15.31%
vs Peers
+4.26%

RLESX Mutual Fund Performance

RLESX performance across multiple time periods: 1-month -3.23%, YTD 19.57%, 1-year 34.50%, 3-year 13.07%, 5-year 7.11%, 10-year 10.34%.

RLESX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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