RSECX Mutual Fund

RSECX Mutual Fund

NAV$18.18
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Returns Overview

1 Month
+0.91%
3 Months
+4.65%
6 Months
+8.34%
YTD
+8.87%
1 Year
+15.29%
3 Years (annualized)
+17.09%
5 Years (annualized)
+9.29%
10 Years (annualized)
+12.24%

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)
+8.87%
Peer Avg (YTD)
+9.41%
vs Peers
-0.54%

RSECX Mutual Fund Performance

RSECX performance across multiple time periods: 1-month 0.91%, YTD 8.87%, 1-year 15.29%, 3-year 17.09%, 5-year 9.29%, 10-year 12.24%.

RSECX returns trail the peer average of 9.41% 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.