RSEDX Mutual Fund

RSEDX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
-3.91%
3 Months
-0.59%
6 Months
+13.16%
YTD
+14.26%
1 Year
+20.37%
3 Years (annualized)
+20.52%
5 Years (annualized)
+12.59%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEDX 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 Value Index(RLV)
This Mutual Fund (YTD)
+14.26%
Peer Avg (YTD)
+10.00%
vs Peers
+4.27%

RSEDX Mutual Fund Performance

RSEDX performance across multiple time periods: 1-month -3.91%, YTD 14.26%, 1-year 20.37%, 3-year 20.52%, 5-year 12.59%, 10-year 12.68%.

RSEDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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