RSLBX Mutual Fund

NAV$70.96

Returns Overview

1 Month
+3.92%
3 Months
+18.38%
6 Months
+16.94%
YTD
+15.92%
1 Year
+23.59%
3 Years (annualized)
+12.48%
5 Years (annualized)
+1.75%
10 Years (annualized)
+9.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+15.92%
Peer Avg (YTD)
+9.16%
vs Peers
+6.75%

RSLBX Mutual Fund Performance

RSLBX performance across multiple time periods: 1-month 3.92%, YTD 15.92%, 1-year 23.59%, 3-year 12.48%, 5-year 1.75%, 10-year 9.83%.

RSLBX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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