RLSFX Mutual Fund

NAV$15.38

Returns Overview

1 Month
-1.48%
3 Months
+7.62%
6 Months
-2.97%
YTD
-2.78%
1 Year
+1.24%
3 Years (annualized)
+11.24%
5 Years (annualized)
-5.74%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Long/Short Equity Category
This Mutual Fund (YTD)
-2.78%
Peer Avg (YTD)
+3.78%
vs Peers
-6.56%

RLSFX Mutual Fund Performance

RLSFX performance across multiple time periods: 1-month -1.48%, YTD -2.78%, 1-year 1.24%, 3-year 11.24%, 5-year -5.74%, 10-year 6.69%.

RLSFX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

RLSFX performance comparison shows side-by-side returns with another fund. RLSFX alternatives are available in the Mutual Fund Screener.