RSEIX Mutual Fund

NAV$17.95

Returns Overview

1 Month
+2.81%
3 Months
+16.86%
6 Months
+21.76%
YTD
+20.63%
1 Year
+34.03%
3 Years (annualized)
+10.77%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.63%
Peer Avg (YTD)
+2.03%
vs Peers
+18.60%

RSEIX Mutual Fund Performance

RSEIX performance across multiple time periods: 1-month 2.81%, YTD 20.63%, 1-year 34.03%, 3-year 10.77%, 5-year 8.09%, 10-year 9.27%.

RSEIX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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