RSEBX

Mutual fund

$76.11 +$0.31 (+0.41%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $67.42High $82.64

Has RSEBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSEBX returned +10.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSEBX
+10.9%
S&P 500
+16.6%
Largest decline 
RSEBX
11.9%
S&P 500
8.9%
Risk-adjusted return 
RSEBX
0.45
S&P 500
0.97
Downside risk-adjusted return 
RSEBX
0.67
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRSEBXS&P 500
1 month -2.6% +0.6%
3 months -2.4% +3.4%
Year to date +7.9% +13.3%
1 year +10.9% +16.6%
3 years (annualized) +13.7% +23.1%

Volatility (1-year, annualized): 17.8% · Largest decline (max drawdown, since Oct 2021): 39.9%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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