RELCX Mutual Fund

RELCX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-2.03%
3 Months
+0.04%
6 Months
+12.24%
YTD
+9.81%
1 Year
+13.24%
3 Years (annualized)
+16.49%
5 Years (annualized)
+8.54%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+6.10%
vs Peers
+3.71%

RELCX Mutual Fund Performance

RELCX performance across multiple time periods: 1-month -2.03%, YTD 9.81%, 1-year 13.24%, 3-year 16.49%, 5-year 8.54%, 10-year 8.64%.

RELCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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