RLUSX Mutual Fund

RLUSX Mutual Fund

NAV$18.49
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Returns Overview

1 Month
+1.78%
3 Months
+2.23%
6 Months
+5.80%
YTD
+11.92%
1 Year
+14.86%
3 Years (annualized)
+17.90%
5 Years (annualized)
+7.60%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLUSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+10.80%
vs Peers
+1.12%

RLUSX Mutual Fund Performance

RLUSX performance across multiple time periods: 1-month 1.78%, YTD 11.92%, 1-year 14.86%, 3-year 17.90%, 5-year 7.60%, 10-year 13.01%.

RLUSX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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