RSEYX Mutual Fund

RSEYX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
+3.52%
3 Months
+6.13%
6 Months
+8.62%
YTD
+14.10%
1 Year
+20.33%
3 Years (annualized)
+18.16%
5 Years (annualized)
+10.86%
10 Years (annualized)
+11.48%

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)
+14.10%
Peer Avg (YTD)
+12.44%
vs Peers
+1.66%

RSEYX Mutual Fund Performance

RSEYX performance across multiple time periods: 1-month 3.52%, YTD 14.10%, 1-year 20.33%, 3-year 18.16%, 5-year 10.86%, 10-year 11.48%.

RSEYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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