RLSMX Mutual Fund

RLSMX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-6.06%
3 Months
+2.95%
6 Months
+10.45%
YTD
+16.50%
1 Year
+26.57%
3 Years (annualized)
+10.45%
5 Years (annualized)
+5.34%
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)
+16.50%
Peer Avg (YTD)
+15.31%
vs Peers
+1.19%

RLSMX Mutual Fund Performance

RLSMX performance across multiple time periods: 1-month -6.06%, YTD 16.50%, 1-year 26.57%, 3-year 10.45%, 5-year 5.34%, 10-year 8.49%.

RLSMX returns outperform the peer average of 15.31% 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.