RSLBX Mutual Fund

RSLBX Mutual Fund

NAV$65.65
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Returns Overview

1 Month
-3.47%
3 Months
-3.05%
6 Months
-2.94%
YTD
+5.60%
1 Year
+8.21%
3 Years (annualized)
+13.72%
5 Years (annualized)
-0.72%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSLBX 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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+7.47%
vs Peers
-1.87%

RSLBX Mutual Fund Performance

RSLBX performance across multiple time periods: 1-month -3.47%, YTD 5.60%, 1-year 8.21%, 3-year 13.72%, 5-year -0.72%, 10-year 8.33%.

RSLBX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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