RSEYX

Mutual fund

$14.42 -$0.07 (-0.48%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.85High $14.86

Has RSEYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSEYX returned +19.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSEYX
+19.3%
S&P 500
+16.6%
Largest decline 
RSEYX
8.8%
S&P 500
8.9%
Risk-adjusted return 
RSEYX
1.29
S&P 500
0.97
Downside risk-adjusted return 
RSEYX
1.99
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

PeriodRSEYXS&P 500
1 month +0.1% +0.6%
3 months +3.4% +3.4%
Year to date +13.4% +13.3%
1 year +19.3% +16.6%
3 years (annualized) +19.6% +23.1%

Volatility (1-year, annualized): 11.2% · Largest decline (max drawdown, since Oct 2021): 20.3%

How are your investments doing?

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