RSEAX Mutual Fund

NAV$18.89

Returns Overview

1 Month
-0.65%
3 Months
+14.09%
6 Months
+8.52%
YTD
+8.32%
1 Year
+18.33%
3 Years (annualized)
+19.13%
5 Years (annualized)
+10.29%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+9.51%
vs Peers
-1.18%

RSEAX Mutual Fund Performance

RSEAX performance across multiple time periods: 1-month -0.65%, YTD 8.32%, 1-year 18.33%, 3-year 19.13%, 5-year 10.29%, 10-year 13.50%.

RSEAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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