RELRX Mutual Fund

RELRX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
-1.99%
3 Months
+0.24%
6 Months
+12.24%
YTD
+10.03%
1 Year
+13.87%
3 Years (annualized)
+17.56%
5 Years (annualized)
+9.39%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELRX 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)
+10.03%
Peer Avg (YTD)
+6.10%
vs Peers
+3.93%

RELRX Mutual Fund Performance

RELRX performance across multiple time periods: 1-month -1.99%, YTD 10.03%, 1-year 13.87%, 3-year 17.56%, 5-year 9.39%, 10-year 9.65%.

RELRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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