RSEFX Mutual Fund

RSEFX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+0.79%
3 Months
+7.83%
6 Months
+18.92%
YTD
+27.47%
1 Year
+30.52%
3 Years (annualized)
+12.68%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+27.47%
Peer Avg (YTD)
+2.74%
vs Peers
+24.73%

RSEFX Mutual Fund Performance

RSEFX performance across multiple time periods: 1-month 0.79%, YTD 27.47%, 1-year 30.52%, 3-year 12.68%, 5-year 8.48%, 10-year 8.85%.

RSEFX returns outperform the peer average of 2.74% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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