RLESX Mutual Fund

RLESX Mutual Fund

NAV$29.84
See how much of RLESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+4.24%
6 Months
+13.66%
YTD
+20.97%
1 Year
+27.24%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.02%
10 Years (annualized)
+10.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.97%
Peer Avg (YTD)
+15.20%
vs Peers
+5.77%

RLESX Mutual Fund Performance

RLESX performance across multiple time periods: 1-month 1.17%, YTD 20.97%, 1-year 27.24%, 3-year 15.00%, 5-year 7.02%, 10-year 10.29%.

RLESX returns outperform the peer average of 15.20% 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.