RSENX Mutual Fund

NAV$21.85

Returns Overview

1 Month
+5.33%
3 Months
+7.62%
6 Months
+11.60%
YTD
+10.86%
1 Year
+10.53%
3 Years (annualized)
+4.37%
5 Years (annualized)
+6.56%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSENX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+6.37%
vs Peers
+4.50%

RSENX Mutual Fund Performance

RSENX performance across multiple time periods: 1-month 5.33%, YTD 10.86%, 1-year 10.53%, 3-year 4.37%, 5-year 6.56%, 10-year 4.00%.

RSENX returns outperform the peer average of 6.37% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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