RLSIX Mutual Fund

NAV$15.59

Returns Overview

1 Month
-1.44%
3 Months
+7.67%
6 Months
-2.85%
YTD
-2.66%
1 Year
+1.42%
3 Years (annualized)
+11.40%
5 Years (annualized)
-5.57%
10 Years (annualized)
+6.89%

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
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)
-2.66%
Peer Avg (YTD)
+3.78%
vs Peers
-6.43%

RLSIX Mutual Fund Performance

RLSIX performance across multiple time periods: 1-month -1.44%, YTD -2.66%, 1-year 1.42%, 3-year 11.40%, 5-year -5.57%, 10-year 6.89%.

RLSIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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