RSEFX Mutual Fund

RSEFX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
+0.70%
3 Months
-2.87%
6 Months
+10.71%
YTD
+21.72%
1 Year
+26.94%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.54%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.72%
Peer Avg (YTD)
+0.29%
vs Peers
+21.43%

RSEFX Mutual Fund Performance

RSEFX performance across multiple time periods: 1-month 0.70%, YTD 21.72%, 1-year 26.94%, 3-year 13.47%, 5-year 7.28%, 10-year 8.54%.

RSEFX returns outperform the peer average of 0.29% 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.