RSLEX Mutual Fund

NAV$79.68

Returns Overview

1 Month
-5.64%
3 Months
+1.83%
6 Months
+4.02%
YTD
+8.76%
1 Year
+24.50%
3 Years (annualized)
+13.32%
5 Years (annualized)
+2.51%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSLEX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+9.16%
vs Peers
-0.40%

RSLEX Mutual Fund Performance

RSLEX performance across multiple time periods: 1-month -5.64%, YTD 8.76%, 1-year 24.50%, 3-year 13.32%, 5-year 2.51%, 10-year 10.66%.

RSLEX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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