RSEFX Mutual Fund

RSEFX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
+4.10%
3 Months
+13.98%
6 Months
+18.31%
YTD
+26.48%
1 Year
+38.74%
3 Years (annualized)
+11.38%
5 Years (annualized)
+8.80%
10 Years (annualized)
+9.03%

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)
+26.48%
Peer Avg (YTD)
+2.62%
vs Peers
+23.86%

RSEFX Mutual Fund Performance

RSEFX performance across multiple time periods: 1-month 4.10%, YTD 26.48%, 1-year 38.74%, 3-year 11.38%, 5-year 8.80%, 10-year 9.03%.

RSEFX returns outperform the peer average of 2.62% 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.