RLSMX Mutual Fund

RLSMX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-6.07%
3 Months
-12.46%
6 Months
+8.19%
YTD
+6.91%
1 Year
+12.78%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.42%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+10.34%
vs Peers
-3.43%

RLSMX Mutual Fund Performance

RLSMX performance across multiple time periods: 1-month -6.07%, YTD 6.91%, 1-year 12.78%, 3-year 13.75%, 5-year 6.42%, 10-year 8.49%.

RLSMX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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