RSECX Mutual Fund

RSECX Mutual Fund

NAV$18.37
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Returns Overview

1 Month
+2.59%
3 Months
+2.70%
6 Months
+12.31%
YTD
+11.69%
1 Year
+16.04%
3 Years (annualized)
+18.76%
5 Years (annualized)
+9.46%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSECX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.69%
Peer Avg (YTD)
+11.21%
vs Peers
+0.48%

RSECX Mutual Fund Performance

RSECX performance across multiple time periods: 1-month 2.59%, YTD 11.69%, 1-year 16.04%, 3-year 18.76%, 5-year 9.46%, 10-year 12.49%.

RSECX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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