RSESX Mutual Fund

NAV$18.07

Returns Overview

1 Month
-0.66%
3 Months
+3.55%
6 Months
+5.98%
YTD
+7.11%
1 Year
+18.69%
3 Years (annualized)
+19.45%
5 Years (annualized)
+10.57%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSESX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+9.51%
vs Peers
-2.39%

RSESX Mutual Fund Performance

RSESX performance across multiple time periods: 1-month -0.66%, YTD 7.11%, 1-year 18.69%, 3-year 19.45%, 5-year 10.57%, 10-year 13.78%.

RSESX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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