RSEYX Mutual Fund

RSEYX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+1.72%
3 Months
+4.64%
6 Months
+6.74%
YTD
+10.22%
1 Year
+19.43%
3 Years (annualized)
+15.33%
5 Years (annualized)
+9.71%
10 Years (annualized)
+11.54%

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)
+10.22%
Peer Avg (YTD)
+11.41%
vs Peers
-1.19%

RSEYX Mutual Fund Performance

RSEYX performance across multiple time periods: 1-month 1.72%, YTD 10.22%, 1-year 19.43%, 3-year 15.33%, 5-year 9.71%, 10-year 11.54%.

RSEYX returns trail the peer average of 11.41% 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.