RSEBX Mutual Fund

NAV$81.69

Returns Overview

1 Month
+3.95%
3 Months
+18.48%
6 Months
+17.10%
YTD
+16.07%
1 Year
+23.94%
3 Years (annualized)
+12.82%
5 Years (annualized)
+2.05%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEBX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.07%
Peer Avg (YTD)
+9.16%
vs Peers
+6.91%

RSEBX Mutual Fund Performance

RSEBX performance across multiple time periods: 1-month 3.95%, YTD 16.07%, 1-year 23.94%, 3-year 12.82%, 5-year 2.05%, 10-year 10.16%.

RSEBX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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