RLSMX Mutual Fund

RLSMX Mutual Fund

NAV$12.81
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Returns Overview

1 Month
-1.18%
3 Months
-7.92%
6 Months
-5.20%
YTD
+5.65%
1 Year
+10.19%
3 Years (annualized)
+14.67%
5 Years (annualized)
+4.52%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSMX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+12.21%
vs Peers
-6.56%

RLSMX Mutual Fund Performance

RLSMX performance across multiple time periods: 1-month -1.18%, YTD 5.65%, 1-year 10.19%, 3-year 14.67%, 5-year 4.52%, 10-year 8.49%.

RLSMX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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