RSEBX Mutual Fund

RSEBX Mutual Fund

NAV$77.62
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Returns Overview

1 Month
-2.17%
3 Months
-5.55%
6 Months
+11.90%
YTD
+9.62%
1 Year
+13.07%
3 Years (annualized)
+11.67%
5 Years (annualized)
+0.57%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEBX 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
PROUpgrade to run
🏦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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+7.86%
vs Peers
+1.76%

RSEBX Mutual Fund Performance

RSEBX performance across multiple time periods: 1-month -2.17%, YTD 9.62%, 1-year 13.07%, 3-year 11.67%, 5-year 0.57%, 10-year 9.10%.

RSEBX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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