RLSMX Mutual Fund

NAV$13.62

Returns Overview

1 Month
-4.42%
3 Months
+3.10%
6 Months
+7.24%
YTD
+14.65%
1 Year
+31.60%
3 Years (annualized)
+17.45%
5 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLSMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+18.52%
vs Peers
-3.88%

RLSMX Mutual Fund Performance

RLSMX performance across multiple time periods: 1-month -4.42%, YTD 14.65%, 1-year 31.60%, 3-year 17.45%, 5-year 7.89%.

RLSMX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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