RSEFX Mutual Fund

NAV$17.72

Returns Overview

1 Month
+3.81%
3 Months
+13.81%
6 Months
+19.09%
YTD
+24.96%
1 Year
+33.56%
3 Years (annualized)
+10.39%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.96%
Peer Avg (YTD)
+2.03%
vs Peers
+22.93%

RSEFX Mutual Fund Performance

RSEFX performance across multiple time periods: 1-month 3.81%, YTD 24.96%, 1-year 33.56%, 3-year 10.39%, 5-year 7.71%, 10-year 8.93%.

RSEFX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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