RESEVX

Investment trust

$27.61 +$0.22 (+0.80%) NAV as of Oct 15, 2026

Prices on SharpeShare since Mar 16, 2026

Range since Mar 16, 2026

Low $22.59High $27.83

Has RESEVX beaten the S&P 500?

Since Mar 16, 2026 (to Oct 15, 2026), RESEVX returned +18.6%; the S&P 500 (SPY) returned +16.3%.

Key figures vs the S&P 500

Return 
RESEVX
+18.6%
S&P 500
+16.3%

Not annualized (under a year)

Largest decline 
RESEVX
4.0%
S&P 500
5.5%
Risk-adjusted return 
RESEVX
2.56
S&P 500
1.93
Downside risk-adjusted return 
RESEVX
4.40
S&P 500
3.14

Mar 16, 2026 – Oct 15, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRESEVXS&P 500
1 month +2.1% +2.2%
3 months +2.9% +2.5%

Largest decline (max drawdown, since Mar 2026): 4.0%

How are your investments doing?

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