RSEBX Mutual Fund

RSEBX Mutual Fund

NAV$75.63
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Returns Overview

1 Month
-3.45%
3 Months
-2.97%
6 Months
-2.80%
YTD
+5.84%
1 Year
+8.52%
3 Years (annualized)
+14.05%
5 Years (annualized)
-0.42%
10 Years (annualized)
+8.66%

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
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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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+7.47%
vs Peers
-1.63%

RSEBX Mutual Fund Performance

RSEBX performance across multiple time periods: 1-month -3.45%, YTD 5.84%, 1-year 8.52%, 3-year 14.05%, 5-year -0.42%, 10-year 8.66%.

RSEBX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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