RSLEX Mutual Fund

RSLEX Mutual Fund

NAV$78.17
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Returns Overview

1 Month
-3.40%
3 Months
-2.86%
6 Months
-2.57%
YTD
+6.25%
1 Year
+9.02%
3 Years (annualized)
+14.58%
5 Years (annualized)
+0.03%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSLEX 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
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📉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)
+6.25%
Peer Avg (YTD)
+7.47%
vs Peers
-1.22%

RSLEX Mutual Fund Performance

RSLEX performance across multiple time periods: 1-month -3.40%, YTD 6.25%, 1-year 9.02%, 3-year 14.58%, 5-year 0.03%, 10-year 9.15%.

RSLEX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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