RSERX Mutual Fund

NAV$22.14

Returns Overview

1 Month
+5.36%
3 Months
+7.67%
6 Months
+11.68%
YTD
+10.93%
1 Year
+10.62%
3 Years (annualized)
+4.48%
5 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSERX 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)
+10.93%
Peer Avg (YTD)
+6.37%
vs Peers
+4.57%

RSERX Mutual Fund Performance

RSERX performance across multiple time periods: 1-month 5.36%, YTD 10.93%, 1-year 10.62%, 3-year 4.48%, 5-year 6.67%.

RSERX returns outperform the peer average of 6.37% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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