RLSFX Mutual Fund

RLSFX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
-0.59%
3 Months
+3.88%
6 Months
+11.79%
YTD
+0.99%
1 Year
+0.93%
3 Years (annualized)
+12.16%
5 Years (annualized)
-5.30%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSFX 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
Morningstar Long/Short Equity Category
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+5.11%
vs Peers
-4.12%

RLSFX Mutual Fund Performance

RLSFX performance across multiple time periods: 1-month -0.59%, YTD 0.99%, 1-year 0.93%, 3-year 12.16%, 5-year -5.30%, 10-year 6.62%.

RLSFX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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