RLIEX Mutual Fund

RLIEX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
+0.83%
3 Months
+4.14%
6 Months
+4.08%
YTD
+10.37%
1 Year
+21.51%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+9.42%
vs Peers
+0.95%

RLIEX Mutual Fund Performance

RLIEX performance across multiple time periods: 1-month 0.83%, YTD 10.37%, 1-year 21.51%, 3-year 15.86%, 5-year 8.79%, 10-year 8.04%.

RLIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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