RLUEX Mutual Fund

NAV$15.59

Returns Overview

1 Month
-4.03%
3 Months
-4.03%
6 Months
+4.30%
YTD
-5.56%
1 Year
+20.20%
3 Years (annualized)
+12.08%
5 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLUEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.56%
Peer Avg (YTD)
-2.69%
vs Peers
-2.87%

RLUEX Mutual Fund Performance

RLUEX performance across multiple time periods: 1-month -4.03%, YTD -5.56%, 1-year 20.20%, 3-year 12.08%, 5-year 7.34%.

RLUEX returns trail the peer average of -2.69% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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