RLESX Mutual Fund

RLESX Mutual Fund

NAV$29.79
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Returns Overview

1 Month
-4.55%
3 Months
-6.56%
6 Months
+13.83%
YTD
+15.47%
1 Year
+20.95%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.02%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLESX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+10.34%
vs Peers
+5.12%

RLESX Mutual Fund Performance

RLESX performance across multiple time periods: 1-month -4.55%, YTD 15.47%, 1-year 20.95%, 3-year 15.00%, 5-year 7.02%, 10-year 10.29%.

RLESX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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