RLSIX Mutual Fund

RLSIX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
+0.60%
3 Months
+0.60%
6 Months
-0.20%
YTD
-2.07%
1 Year
+0.94%
3 Years (annualized)
+10.00%
5 Years (annualized)
-5.54%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSIX 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
Morningstar Long/Short Equity Category
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+4.85%
vs Peers
-6.92%

RLSIX Mutual Fund Performance

RLSIX performance across multiple time periods: 1-month 0.60%, YTD -2.07%, 1-year 0.94%, 3-year 10.00%, 5-year -5.54%, 10-year 6.42%.

RLSIX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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