RSEGX Mutual Fund

NAV$72.23

Returns Overview

1 Month
+7.46%
3 Months
+32.69%
6 Months
+27.50%
YTD
+26.96%
1 Year
+39.79%
3 Years (annualized)
+14.95%
5 Years (annualized)
-0.91%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.96%
Peer Avg (YTD)
+18.52%
vs Peers
+8.43%

RSEGX Mutual Fund Performance

RSEGX performance across multiple time periods: 1-month 7.46%, YTD 26.96%, 1-year 39.79%, 3-year 14.95%, 5-year -0.91%, 10-year 9.90%.

RSEGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

RSEGX performance comparison shows side-by-side returns with another fund. RSEGX alternatives are available in the Mutual Fund Screener.