RSEJX Mutual Fund

RSEJX Mutual Fund

NAV$74.66
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Returns Overview

1 Month
-3.77%
3 Months
-9.59%
6 Months
+20.05%
YTD
+14.94%
1 Year
+18.33%
3 Years (annualized)
+12.72%
5 Years (annualized)
-0.95%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEJX 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)
+14.94%
Peer Avg (YTD)
+10.34%
vs Peers
+4.60%

RSEJX Mutual Fund Performance

RSEJX performance across multiple time periods: 1-month -3.77%, YTD 14.94%, 1-year 18.33%, 3-year 12.72%, 5-year -0.95%, 10-year 8.64%.

RSEJX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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