RLSIX Mutual Fund

RLSIX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-0.51%
3 Months
+3.93%
6 Months
+11.90%
YTD
+1.17%
1 Year
+1.10%
3 Years (annualized)
+12.30%
5 Years (annualized)
-5.14%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSIX 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
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📉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)
+1.17%
Peer Avg (YTD)
+5.11%
vs Peers
-3.95%

RLSIX Mutual Fund Performance

RLSIX performance across multiple time periods: 1-month -0.51%, YTD 1.17%, 1-year 1.10%, 3-year 12.30%, 5-year -5.14%, 10-year 6.82%.

RLSIX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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