RSESX Mutual Fund

RSESX Mutual Fund

NAV$18.47
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Returns Overview

1 Month
-1.03%
3 Months
+0.79%
6 Months
+5.72%
YTD
+10.37%
1 Year
+11.09%
3 Years (annualized)
+21.97%
5 Years (annualized)
+9.98%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSESX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+9.28%
vs Peers
+1.09%

RSESX Mutual Fund Performance

RSESX performance across multiple time periods: 1-month -1.03%, YTD 10.37%, 1-year 11.09%, 3-year 21.97%, 5-year 9.98%, 10-year 13.63%.

RSESX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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