RSECX

Mutual fund

$18.19 +$0.08 (+0.44%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.05High $18.49

Has RSECX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSECX returned +14.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSECX
+14.4%
S&P 500
+16.6%
Largest decline 
RSECX
9.3%
S&P 500
8.9%
Risk-adjusted return 
RSECX
0.83
S&P 500
0.97
Downside risk-adjusted return 
RSECX
1.20
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

PeriodRSECXS&P 500
1 month +0.4% +0.6%
3 months +2.8% +3.4%
Year to date +11.5% +13.3%
1 year +14.4% +16.6%
3 years (annualized) +18.8% +23.1%

Volatility (1-year, annualized): 12.4% · Largest decline (max drawdown, since Oct 2021): 28.0%

How are your investments doing?

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