RSEJX Mutual Fund

NAV$76.87

Returns Overview

1 Month
-4.90%
3 Months
+11.37%
6 Months
+12.68%
YTD
+18.79%
1 Year
+40.27%
3 Years (annualized)
+15.34%
5 Years (annualized)
-0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSEJX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.79%
Peer Avg (YTD)
+18.52%
vs Peers
+0.27%

RSEJX Mutual Fund Performance

RSEJX performance across multiple time periods: 1-month -4.90%, YTD 18.79%, 1-year 40.27%, 3-year 15.34%, 5-year -0.57%.

RSEJX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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