RSEIX Mutual Fund

RSEIX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
+0.77%
3 Months
-2.79%
6 Months
+10.93%
YTD
+22.13%
1 Year
+27.41%
3 Years (annualized)
+13.84%
5 Years (annualized)
+7.66%
10 Years (annualized)
+8.93%

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
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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)
+22.13%
Peer Avg (YTD)
+0.29%
vs Peers
+21.85%

RSEIX Mutual Fund Performance

RSEIX performance across multiple time periods: 1-month 0.77%, YTD 22.13%, 1-year 27.41%, 3-year 13.84%, 5-year 7.66%, 10-year 8.93%.

RSEIX returns outperform the peer average of 0.29% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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