RLIEX Mutual Fund

RLIEX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
-3.32%
3 Months
-1.81%
6 Months
+7.14%
YTD
+6.29%
1 Year
+10.79%
3 Years (annualized)
+18.26%
5 Years (annualized)
+8.85%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+9.29%
vs Peers
-3.00%

RLIEX Mutual Fund Performance

RLIEX performance across multiple time periods: 1-month -3.32%, YTD 6.29%, 1-year 10.79%, 3-year 18.26%, 5-year 8.85%, 10-year 8.44%.

RLIEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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