RLIEX Mutual Fund

NAV$20.79

Returns Overview

1 Month
+1.56%
3 Months
+4.89%
6 Months
+4.84%
YTD
+9.94%
1 Year
+18.39%
3 Years (annualized)
+16.25%
5 Years (annualized)
+8.75%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLIEX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+9.13%
vs Peers
+0.81%

RLIEX Mutual Fund Performance

RLIEX performance across multiple time periods: 1-month 1.56%, YTD 9.94%, 1-year 18.39%, 3-year 16.25%, 5-year 8.75%, 10-year 8.21%.

RLIEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

RLIEX performance comparison shows side-by-side returns with another fund. RLIEX alternatives are available in the Mutual Fund Screener.