RSEGX Mutual Fund

RSEGX Mutual Fund

NAV$67.93
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Returns Overview

1 Month
-3.78%
3 Months
-9.66%
6 Months
+19.87%
YTD
+14.69%
1 Year
+17.93%
3 Years (annualized)
+12.33%
5 Years (annualized)
-1.29%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+10.34%
vs Peers
+4.35%

RSEGX Mutual Fund Performance

RSEGX performance across multiple time periods: 1-month -3.78%, YTD 14.69%, 1-year 17.93%, 3-year 12.33%, 5-year -1.29%, 10-year 8.31%.

RSEGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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