RSEIX Mutual Fund

RSEIX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
+4.16%
3 Months
+14.12%
6 Months
+18.59%
YTD
+26.83%
1 Year
+39.30%
3 Years (annualized)
+11.78%
5 Years (annualized)
+9.19%
10 Years (annualized)
+9.38%

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)
+26.83%
Peer Avg (YTD)
+2.62%
vs Peers
+24.21%

RSEIX Mutual Fund Performance

RSEIX performance across multiple time periods: 1-month 4.16%, YTD 26.83%, 1-year 39.30%, 3-year 11.78%, 5-year 9.19%, 10-year 9.38%.

RSEIX returns outperform the peer average of 2.62% 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.