RSEYX Mutual Fund

RSEYX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
+0.79%
3 Months
+9.81%
6 Months
+9.09%
YTD
+8.36%
1 Year
+20.35%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEYX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+9.49%
vs Peers
-1.13%

RSEYX Mutual Fund Performance

RSEYX performance across multiple time periods: 1-month 0.79%, YTD 8.36%, 1-year 20.35%, 3-year 15.61%, 5-year 9.46%, 10-year 11.67%.

RSEYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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