RSECX Mutual Fund

NAV$18.28

Returns Overview

1 Month
-0.79%
3 Months
+13.89%
6 Months
+8.09%
YTD
+7.89%
1 Year
+16.71%
3 Years (annualized)
+18.02%
5 Years (annualized)
+9.33%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSECX 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

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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)
+7.89%
Peer Avg (YTD)
+9.51%
vs Peers
-1.61%

RSECX Mutual Fund Performance

RSECX performance across multiple time periods: 1-month -0.79%, YTD 7.89%, 1-year 16.71%, 3-year 18.02%, 5-year 9.33%, 10-year 12.58%.

RSECX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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