RSEAX Mutual Fund

RSEAX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
-0.85%
3 Months
+2.75%
6 Months
+17.23%
YTD
+11.30%
1 Year
+13.71%
3 Years (annualized)
+19.90%
5 Years (annualized)
+10.41%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+9.98%
vs Peers
+1.32%

RSEAX Mutual Fund Performance

RSEAX performance across multiple time periods: 1-month -0.85%, YTD 11.30%, 1-year 13.71%, 3-year 19.90%, 5-year 10.41%, 10-year 13.41%.

RSEAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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