RLISX Mutual Fund

RLISX Mutual Fund

NAV$27.81
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Returns Overview

1 Month
+5.11%
3 Months
+3.03%
6 Months
+11.94%
YTD
+20.44%
1 Year
+25.89%
3 Years (annualized)
+20.46%
5 Years (annualized)
+10.68%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLISX 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)
+20.44%
Peer Avg (YTD)
+14.61%
vs Peers
+5.83%

RLISX Mutual Fund Performance

RLISX performance across multiple time periods: 1-month 5.11%, YTD 20.44%, 1-year 25.89%, 3-year 20.46%, 5-year 10.68%, 10-year 12.93%.

RLISX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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